Filed October 18, 2004
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 INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $41,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,409 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $180,605 | $58,879+206.7% | $178,490+1.2% | $73,488+145.8% |
| Participation rate | 74.3% | 66.2%+8.1pp | 81.9%-7.6pp | 70.7%+3.6pp |
| Annual return | 11.22% | 24.86%-13.6pp | 151.07%-139.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $3,292 | $2,236+47.2% | $5,011-34.3% | $2,270+45.0% |
| Participant deferral / active EE | $6,061 | $2,567+136.1% | $5,202+16.5% | $3,740+62.1% |
| Admin fee / account holder | $670 | $400+67.3% | $13,984-95.2% | $513+30.5% |