Filed October 30, 2013 (most recent of 2 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 |
|---|---|---|
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,169 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,799 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,172 | $62,688-18.4% | $178,014-71.3% | $77,671-34.1% |
| Participation rate | 84.0% | 66.9%+17.1pp | 77.1%+6.9pp | 70.6%+13.5pp |
| Annual return | 11.86% | 16.16%-4.3pp | 294.80%-282.9pp | 31.21%-19.3pp |
| Employer contribution / active EE | $1,221 | $1,912-36.1% | $3,950-69.1% | $2,726-55.2% |
| Participant deferral / active EE | $3,450 | $4,224-18.3% | $6,276-45.0% | $4,648-25.8% |
| Admin fee / account holder | $213 | $386-44.8% | $10,362-97.9% | $430-50.5% |