Filed August 20, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $36,065 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $20,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,434 | $61,756-10.2% | $70,092-20.9% | $77,904-28.8% |
| Participation rate | 54.4% | 79.9%-25.5pp | 70.5%-16.1pp | 73.7%-19.3pp |
| Annual return | -14.65% | -11.86%-2.8pp | 190.73%-205.4pp | 12.21%-26.9pp |
| Employer contribution / active EE | $310 | $2,706-88.6% | $2,559-87.9% | $2,848-89.1% |
| Participant deferral / active EE | $2,772 | $3,977-30.3% | $3,849-28.0% | $4,806-42.3% |
| Admin fee / account holder | $74 | $101-27.2% | $6,267-98.8% | $133-44.3% |