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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,064 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,797 | $48,277+206.1% | $63,517+132.7% | $55,191+167.8% |
| Participation rate | 88.2% | 69.4%+18.8pp | 71.0%+17.2pp | 69.2%+19.1pp |
| Annual return | 3.63% | 2.37%+1.3pp | -70.30%+73.9pp | 10.78%-7.2pp |
| Employer contribution / active EE | $2,802 | $1,592+76.0% | $2,322+20.7% | $1,899+47.6% |
| Participant deferral / active EE | $6,121 | $2,432+151.7% | $2,953+107.3% | $3,046+100.9% |
| Admin fee / account holder | $47 | $86-44.9% | $5,892-99.2% | $91-47.8% |