Filed January 6, 2006
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 64 · EIN 71-0294708 | Recordkeeping Fees | $6,074 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $5,071 |
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 | $49,290 | $64,954-24.1% | $115,752-57.4% | $62,292-20.9% |
| Participation rate | 94.6% | 73.0%+21.6pp | 77.8%+16.8pp | 69.5%+25.1pp |
| Annual return | 17.28% | 24.87%-7.6pp | 19.41%-2.1pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,252 | $2,344+38.8% | $3,492-6.9% | $2,042+59.2% |
| Participant deferral / active EE | $4,950 | $3,665+35.0% | $5,204-4.9% | $3,169+56.2% |
| Admin fee / account holder | $35 | $414-91.5% | $6,278-99.4% | $479-92.7% |