Filed May 25, 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 |
|---|---|---|
NFP RETIREMENT INC4+ years Filed as: NFP RETIREMENT 401(K) ADVISORS INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,800 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $14,449 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $6,585 |
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 | $165,557 | $48,261+243.0% | $68,793+140.7% | $55,725+197.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | -3.85% | -2.61%-1.2pp | -4.63%+0.8pp | 244.93%-248.8pp |
| Employer contribution / active EE | $6,763 | $1,742+288.2% | $2,625+157.6% | $2,078+225.4% |
| Participant deferral / active EE | $7,267 | $2,712+168.0% | $3,311+119.5% | $3,356+116.6% |
| Admin fee / account holder | $174 | $126+38.3% | $5,131-96.6% | $115+51.5% |