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 INC1+ years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,009 |
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 | $53,909 | $67,505-20.1% | $73,307-26.5% | $67,505-20.1% |
| Participation rate | 95.2% | 71.2%+24.0pp | 74.9%+20.3pp | 71.2%+24.0pp |
| Annual return | 2.87% | 6.52%-3.7pp | 5.67%-2.8pp | 6.52%-3.7pp |
| Employer contribution / active EE | $1,602 | $2,173-26.3% | $3,237-50.5% | $2,173-26.3% |
| Participant deferral / active EE | $4,823 | $3,597+34.1% | $4,991-3.4% | $3,597+34.1% |
| Admin fee / account holder | $20 | $56-64.8% | $5,637-99.6% | $56-64.8% |