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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $49,659 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,057 |
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 | $156,991 | $61,156+156.7% | $185,823-15.5% | $79,386+97.8% |
| Participation rate | 98.1% | 66.6%+31.5pp | 81.7%+16.4pp | 70.7%+27.4pp |
| Annual return | 18.94% | 19.45%-0.5pp | 122.05%-103.1pp | 116.85%-97.9pp |
| Employer contribution / active EE | $3,677 | $2,321+58.4% | $5,167-28.8% | $2,427+51.5% |
| Participant deferral / active EE | $6,715 | $2,789+140.8% | $5,568+20.6% | $4,046+66.0% |
| Admin fee / account holder | $590 | $710-16.9% | $16,237-96.4% | $626-5.9% |