Filed January 23, 2006 (most recent of 3 filings on file)
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 INC2 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $31,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,881 | $66,124+123.6% | $90,404+63.6% | $73,488+101.2% |
| Participation rate | 95.0% | 69.7%+25.4pp | 72.7%+22.4pp | 70.7%+24.4pp |
| Annual return | 13.10% | 17.65%-4.6pp | 1293.02%-1279.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $8,700 | $2,346+270.8% | $3,262+166.7% | $2,270+283.3% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $123 | $396-68.8% | $5,611-97.8% | $513-75.9% |