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 INC3 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $37,480 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 26 · EIN 13-1624203 | Advisory (Participants) | $7,147 |
FLEXPATH STRATEGIES, LLC1 year Service code 26 · EIN 46-4782313 | Advisory (Participants) | $6,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,632 | $63,745+158.3% | $98,442+67.2% | $79,386+107.4% |
| Participation rate | 91.2% | 69.9%+21.4pp | 73.3%+17.9pp | 70.7%+20.5pp |
| Annual return | 12.66% | 625.80%-613.1pp | 1492.73%-1480.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $6,935 | $2,557+171.2% | $2,960+134.3% | $2,427+185.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $173 | $516-66.4% | $5,949-97.1% | $626-72.4% |