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 |
|---|---|---|
Service code 22 · EIN 74-2794194 | Insurance Broker | $20,012 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $4,101 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,455 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,722 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,952 | $28,416-15.7% | $73,545-67.4% | $69,631-65.6% |
| Participation rate | 84.8% | 38.3%+46.4pp | 54.9%+29.8pp | 70.7%+14.1pp |
| Annual return | 15.60% | -694.13%+709.7pp | -15.16%+30.8pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $233 | $430-46.0% | $1,219-80.9% | $2,032-88.6% |
| Participant deferral / active EE | $1,023 | $897+14.1% | $1,806-43.3% | $3,224-68.3% |
| Admin fee / account holder | $25 | $104-75.9% | $2,320-98.9% | $110-77.3% |