Filed May 4, 2011
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 INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $35,000 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $14,000 |
TRIBUNE PRINTING CO.1 year Service code 49 · EIN 32-0233183 | Other Services | $10,989 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,999 | $27,522+9.0% | $71,086-57.8% | $68,904-56.5% |
| Participation rate | 6.7% | 34.5%-27.9pp | 54.7%-48.0pp | 74.1%-67.4pp |
| Annual return | -4.11% | -0.07%-4.0pp | 650.59%-654.7pp | 1.07%-5.2pp |
| Employer contribution / active EE | $0 | $325-100.0% | $1,088-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $211 | $835-74.8% | $1,874-88.8% | $4,015-94.8% |
| Admin fee / account holder | $71 | $67+5.2% | $3,082-97.7% | $71-0.5% |