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 year Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $75,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,719 |
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 | $55,413 | $65,292-15.1% | $80,975-31.6% | $65,292-15.1% |
| Participation rate | 84.9% | 72.4%+12.5pp | 75.8%+9.1pp | 72.4%+12.5pp |
| Annual return | 10.12% | 11.84%-1.7pp | 17.10%-7.0pp | 11.84%-1.7pp |
| Employer contribution / active EE | $1,498 | $2,302-34.9% | $3,714-59.7% | $2,302-34.9% |
| Participant deferral / active EE | $4,557 | $3,579+27.3% | $5,696-20.0% | $3,579+27.3% |
| Admin fee / account holder | $16 | $57-72.9% | $5,516-99.7% | $57-72.9% |