Filed December 27, 2005 (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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $49,502 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,498 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,278 | $130,194+89.2% | $169,993+44.9% | $71,457+244.6% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.0%+11.1pp | 67.9%+30.2pp |
| Annual return | 17.63% | 20.37%-2.7pp | 53.37%-35.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $16,957 | $4,381+287.0% | $6,785+149.9% | $2,588+555.3% |
| Participant deferral / active EE | $6,555 | $6,923-5.3% | $10,408-37.0% | $4,289+52.8% |
| Admin fee / account holder | $408 | $966-57.7% | $12,815-96.8% | $1,587-74.3% |