Filed July 18, 2014 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,607 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 16 · EIN 33-0905143 | Consulting | $15,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,032 | $204,517-90.2% | $69,455-71.2% | $77,787-74.2% |
| Participation rate | 94.4% | 74.6%+19.8pp | 74.6%+19.8pp | 73.2%+21.2pp |
| Annual return | 27.84% | 22.10%+5.7pp | 28.97%-1.1pp | 32.57%-4.7pp |
| Employer contribution / active EE | $1,644 | $3,548-53.7% | $2,779-40.8% | $2,504-34.3% |
| Participant deferral / active EE | $3,186 | $3,478-8.4% | $3,535-9.9% | $3,967-19.7% |
| Admin fee / account holder | $49 | $101-51.0% | $3,839-98.7% | $100-50.7% |