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 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,439 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $8,616 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $133,974 | $50,106+167.4% | $70,014+91.4% | $57,658+132.4% |
| Participation rate | 90.7% | 70.9%+19.9pp | 71.8%+18.9pp | 70.2%+20.5pp |
| Annual return | 4.98% | 14.58%-9.6pp | 12.99%-8.0pp | 5.13%-0.2pp |
| Employer contribution / active EE | $2,902 | $1,739+66.8% | $2,338+24.1% | $1,974+47.0% |
| Participant deferral / active EE | $6,885 | $2,486+177.0% | $2,931+134.9% | $3,061+125.0% |
| Admin fee / account holder | $85 | $89-4.2% | $4,380-98.0% | $95-9.6% |