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 INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,193 | $332,085-60.2% | $149,673-11.7% | - |
| Participation rate | 99.0% | 60.9%+38.1pp | 78.8%+20.2pp | - |
| Annual return | 13.30% | 51.04%-37.7pp | 134.42%-121.1pp | - |
| Employer contribution / active EE | $3,465 | $2,795+24.0% | $4,818-28.1% | - |
| Participant deferral / active EE | $7,220 | $2,947+145.0% | $5,680+27.1% | - |
| Admin fee / account holder | $489 | $47,995-99.0% | $13,210-96.3% | - |