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 INC3+ years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $122,092 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $107,597 |
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 | $35,887 | $44,989-20.2% | $170,442-78.9% | $77,958-54.0% |
| Participation rate | 99.7% | 64.6%+35.1pp | 83.6%+16.1pp | 71.6%+28.1pp |
| Annual return | 20.05% | 19.61%+0.4pp | 205.93%-185.9pp | 20.87%-0.8pp |
| Employer contribution / active EE | $2,230 | $1,466+52.1% | $5,433-59.0% | $2,310-3.5% |
| Participant deferral / active EE | $3,974 | $2,208+80.0% | $4,939-19.5% | $3,537+12.4% |
| Admin fee / account holder | $95 | $69+37.5% | $13,880-99.3% | $97-2.7% |