Filed May 6, 2012
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 Filed as: NFP ADVISOR SERVICES, LLC Service code 22 | Insurance Broker | $56,919 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,340 |
Filed as: BVW, LLP Service code 10 · EIN 33-0683633 | Accounting | $6,000 |
QBI, LLC1 year Service code 15 · EIN 26-2768667 | Recordkeeping | $4,565 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES LLC Service code 22 · EIN 74-2470431 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,207 | $37,044-88.6% | $71,796-94.1% | $57,658-92.7% |
| Participation rate | 78.9% | 61.1%+17.8pp | 69.1%+9.8pp | 70.2%+8.7pp |
| Annual return | 10.67% | 12.64%-2.0pp | 78.04%-67.4pp | 5.13%+5.5pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $872 | $1,974-55.8% | $2,794-68.8% | $3,061-71.5% |
| Admin fee / account holder | $42 | $101-58.3% | $4,815-99.1% | $95-55.4% |