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 |
|---|---|---|
QBI, LLC4 years Service code 15 · EIN 26-2768667 | Recordkeeping | $32,444 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $27,585 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $25,835 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $0 |
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 | $6,815 | $40,174-83.0% | $84,015-91.9% | $67,579-89.9% |
| Participation rate | 86.9% | 62.7%+24.2pp | 69.0%+17.9pp | 71.3%+15.6pp |
| Annual return | 24.24% | 25.82%-1.6pp | 71.31%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,489 | $2,301-35.3% | $3,239-54.0% | $3,539-57.9% |
| Admin fee / account holder | $113 | $128-11.8% | $6,101-98.1% | $142-20.4% |