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 INC4+ years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $141,211 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $105,941 |
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 | $32,756 | $45,382-27.8% | $154,107-78.7% | $75,289-56.5% |
| Participation rate | 98.6% | 65.9%+32.7pp | 83.0%+15.6pp | 72.4%+26.2pp |
| Annual return | -5.33% | -0.47%-4.9pp | 735.12%-740.5pp | -0.04%-5.3pp |
| Employer contribution / active EE | $2,448 | $1,533+59.7% | $5,298-53.8% | $2,405+1.8% |
| Participant deferral / active EE | $4,130 | $2,384+73.2% | $5,081-18.7% | $3,739+10.5% |
| Admin fee / account holder | $89 | $89+0.1% | $13,411-99.3% | $102-12.6% |