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 INC5+ years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $172,633 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $164,678 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,944 | $47,456-13.7% | $172,739-76.3% | $77,787-47.4% |
| Participation rate | 98.6% | 66.3%+32.4pp | 82.6%+16.0pp | 73.2%+25.4pp |
| Annual return | 26.44% | 35.57%-9.1pp | 802.84%-776.4pp | 32.57%-6.1pp |
| Employer contribution / active EE | $2,688 | $1,574+70.7% | $5,143-47.7% | $2,504+7.3% |
| Participant deferral / active EE | $4,652 | $2,560+81.8% | $5,198-10.5% | $3,967+17.3% |
| Admin fee / account holder | $111 | $81+37.4% | $13,954-99.2% | $100+11.0% |