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 | $214,351 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $18,750 |
ALMICH & ASSOCIATES1 year Service code 10 · EIN 33-0526284 | Accounting | $6,000 |
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 | $23,224 | $105,581-78.0% | $70,449-67.0% | $90,288-74.3% |
| Participation rate | 92.7% | 77.5%+15.1pp | 75.1%+17.6pp | 73.4%+19.3pp |
| Annual return | 18.23% | 14.78%+3.5pp | 109.03%-90.8pp | 53.97%-35.7pp |
| Employer contribution / active EE | $1,745 | $3,304-47.2% | $2,737-36.2% | $2,524-30.9% |
| Participant deferral / active EE | $3,422 | $3,813-10.2% | $3,709-7.7% | $4,232-19.1% |
| Admin fee / account holder | $86 | $68+26.8% | $3,845-97.8% | $114-24.9% |