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 INC4 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $35,492 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 26 · EIN 13-1624203 | Advisory (Participants) | $14,506 |
FLEXPATH STRATEGIES, LLC2 years Service code 26 · EIN 46-4782313 | Advisory (Participants) | $7,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,459 | $51,197+182.2% | $82,719+74.6% | $66,914+115.9% |
| Participation rate | 91.3% | 67.8%+23.5pp | 72.6%+18.8pp | 69.8%+21.5pp |
| Annual return | -11.62% | -9.64%-2.0pp | 701.18%-712.8pp | 1.58%-13.2pp |
| Employer contribution / active EE | $7,656 | $2,611+193.3% | $3,009+154.5% | $2,544+200.9% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $196 | $416-52.9% | $5,329-96.3% | $593-67.0% |