Filed February 11, 2011 (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 INC10+ years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $85,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,177 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $5,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$138,057 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,786 | $115,744+9.5% | $100,391+26.3% | $199,593-36.5% |
| Participation rate | 96.5% | 85.7%+10.8pp | 81.5%+15.0pp | 72.0%+24.5pp |
| Annual return | 15.96% | 17.79%-1.8pp | 49.20%-33.2pp | 34.25%-18.3pp |
| Employer contribution / active EE | $3,868 | $3,657+5.8% | $3,942-1.9% | $3,034+27.5% |
| Participant deferral / active EE | $9,550 | $9,844-3.0% | $8,082+18.2% | $5,087+87.7% |
| Admin fee / account holder | $3 | $93-96.6% | $7,899-100.0% | $269-98.8% |