Filed January 3, 2012 (most recent of 2 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 28 · EIN 33-0905143 | Investment Management | $93,374 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $85,876 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,091 | $37,213-13.8% | $156,549-79.5% | $63,975-49.8% |
| Participation rate | 98.7% | 65.0%+33.8pp | 84.0%+14.7pp | 71.1%+27.6pp |
| Annual return | 9.64% | 47.89%-38.2pp | 32.23%-22.6pp | 48.65%-39.0pp |
| Employer contribution / active EE | $2,191 | $1,357+61.4% | $5,501-60.2% | $2,182+0.4% |
| Participant deferral / active EE | $3,913 | $2,070+89.0% | $4,871-19.7% | $3,356+16.6% |
| Admin fee / account holder | $83 | $56+47.1% | $13,027-99.4% | $70+17.6% |