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 INC2 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $82,500 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $55,192 |
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 | $72,562 | $177,276-59.1% | $90,160-19.5% | $177,276-59.1% |
| Participation rate | 96.0% | 74.8%+21.2pp | 76.9%+19.2pp | 74.8%+21.2pp |
| Annual return | 17.33% | 21.25%-3.9pp | 34.88%-17.6pp | 21.25%-3.9pp |
| Employer contribution / active EE | $1,990 | $2,479-19.7% | $3,318-40.0% | $2,479-19.7% |
| Participant deferral / active EE | $6,193 | $3,881+59.6% | $5,288+17.1% | $3,881+59.6% |
| Admin fee / account holder | $18 | $154-88.0% | $5,943-99.7% | $154-88.0% |