Filed September 11, 2008
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 INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $36,252 |
MARCUM LLP2 years Service code 10 · EIN 11-1986323 | Accounting | $24,205 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,709 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,388 | $29,548+19.8% | $56,411-37.3% | $77,643-54.4% |
| Participation rate | 96.0% | 32.7%+63.4pp | 52.5%+43.6pp | 70.6%+25.5pp |
| Annual return | 9.32% | 19.01%-9.7pp | 1701.33%-1692.0pp | 31.24%-21.9pp |
| Employer contribution / active EE | $304 | $568-46.4% | $1,039-70.7% | $2,726-88.8% |
| Participant deferral / active EE | $3,786 | $1,061+256.9% | $1,952+94.0% | $4,647-18.5% |
| Admin fee / account holder | $167 | $1,046-84.0% | $2,829-94.1% | $430-61.1% |