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 INC3+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,796 |
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 | $145,888 | $53,925+170.5% | $75,670+92.8% | $69,631+109.5% |
| Participation rate | 91.0% | 71.2%+19.8pp | 72.3%+18.7pp | 70.7%+20.3pp |
| Annual return | 17.37% | 17.84%-0.5pp | 27.34%-10.0pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $3,037 | $1,802+68.5% | $2,352+29.2% | $2,032+49.5% |
| Participant deferral / active EE | $7,163 | $2,569+178.8% | $3,142+127.9% | $3,224+122.2% |
| Admin fee / account holder | $75 | $97-22.6% | $5,800-98.7% | $110-31.9% |