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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $211,802 |
NFP RETIREMENT INC6+ years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $197,887 |
VASQUEZ & COMPANY LLP1 year Service code 10 · EIN 33-0700332 | Accounting | $5,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,815 | $56,095-5.8% | $178,490-70.4% | $90,288-41.5% |
| Participation rate | 66.2% | 65.6%+0.6pp | 81.9%-15.7pp | 73.4%-7.2pp |
| Annual return | 15.66% | 28.81%-13.2pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,778 | $1,572+13.1% | $5,011-64.5% | $2,524-29.6% |
| Participant deferral / active EE | $3,548 | $2,669+32.9% | $5,202-31.8% | $4,232-16.2% |
| Admin fee / account holder | $146 | $101+45.0% | $13,984-99.0% | $114+27.9% |