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 INC3 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $85,000 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$260,640 |
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 | $69,517 | $71,106-2.2% | $83,333-16.6% | $75,289-7.7% |
| Participation rate | 96.9% | 82.0%+14.9pp | 77.8%+19.1pp | 72.4%+24.5pp |
| Annual return | -4.88% | -0.56%-4.3pp | 10.63%-15.5pp | -0.04%-4.8pp |
| Employer contribution / active EE | $2,269 | $2,436-6.9% | $3,379-32.8% | $2,405-5.7% |
| Participant deferral / active EE | $6,433 | $6,249+2.9% | $5,565+15.6% | $3,739+72.1% |
| Admin fee / account holder | $20 | $72-72.2% | $7,510-99.7% | $102-80.3% |