Filed November 15, 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 INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $81,167 |
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $71,930 |
KKDLY LLC9 years Service code 10 · EIN 99-0292355 | Accounting | $19,068 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,321 | $67,984+349.1% | $65,493+366.2% | $74,304+310.9% |
| Participation rate | 94.4% | 66.3%+28.1pp | 73.1%+21.4pp | 60.3%+34.1pp |
| Annual return | 12.84% | 19.87%-7.0pp | 982.45%-969.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $8,406 | $2,491+237.4% | $2,574+226.6% | $2,241+275.1% |
| Participant deferral / active EE | $8,214 | $3,346+145.5% | $3,961+107.4% | $3,767+118.0% |
| Admin fee / account holder | $590 | $1,373-57.0% | $5,028-88.3% | $2,969-80.1% |