Filed January 17, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $51,734 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 13 · EIN 82-3719843 | Contract Administrator | $25,536 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 51 · EIN 74-1625348 | Investment Mgmt Fees | $3,709 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,899 | $47,126-79.0% | $149,673-93.4% | $74,419-86.7% |
| Participation rate | 93.2% | 63.4%+29.8pp | 78.8%+14.5pp | 70.7%+22.5pp |
| Annual return | 18.35% | 22.75%-4.4pp | 134.42%-116.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,056 | $1,905-44.6% | $4,818-78.1% | $2,637-60.0% |
| Participant deferral / active EE | $1,569 | $2,728-42.5% | $5,680-72.4% | $4,528-65.3% |
| Admin fee / account holder | $17 | $343-95.1% | $13,210-99.9% | $348-95.1% |