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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,385 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,882 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $86,810 | $51,466+68.7% | $78,778+10.2% | $62,292+39.4% |
| Participation rate | 16.7% | 59.8%-43.1pp | 69.2%-52.5pp | 69.5%-52.8pp |
| Annual return | 14.81% | 19.96%-5.1pp | 35.62%-20.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $123 | $827-85.1% | $1,986-93.8% | $2,042-94.0% |
| Participant deferral / active EE | $536 | $2,147-75.0% | $2,958-81.9% | $3,169-83.1% |
| Admin fee / account holder | $192 | $489-60.7% | $5,134-96.3% | $479-59.9% |