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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 61 1250 S CAPITAL OF TEXAS HWY STE · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,498 | $44,229-6.2% | $155,790-73.4% | $55,191-24.8% |
| Participation rate | 66.7% | 60.8%+5.9pp | 76.1%-9.4pp | 69.2%-2.5pp |
| Annual return | -0.20% | 0.37%-0.6pp | 71.54%-71.7pp | 10.78%-11.0pp |
| Employer contribution / active EE | $849 | $1,317-35.6% | $3,836-77.9% | $1,899-55.3% |
| Participant deferral / active EE | $2,471 | $2,851-13.3% | $4,797-48.5% | $3,046-18.9% |
| Admin fee / account holder | $7 | $86-92.1% | $7,478-99.9% | $91-92.5% |