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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $264,471 |
NFP RETIREMENT INC8+ years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $256,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,835 | $45,000+8.5% | $143,757-66.0% | $77,904-37.3% |
| Participation rate | 97.2% | 66.8%+30.4pp | 80.3%+16.9pp | 73.7%+23.5pp |
| Annual return | -15.72% | 29.03%-44.8pp | -0.04%-15.7pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,756 | $1,870+47.4% | $4,951-44.3% | $2,848-3.2% |
| Participant deferral / active EE | $5,728 | $3,157+81.5% | $5,637+1.6% | $4,806+19.2% |
| Admin fee / account holder | $153 | $98+55.8% | $14,673-99.0% | $133+15.7% |