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 INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,049 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $14,000 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,165 |
TRIBUNE PRINTING CO.2 years Service code 49 · EIN 32-0233183 | Other Services | $5,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,508 | $27,322+30.0% | $74,701-52.5% | $82,204-56.8% |
| Participation rate | 6.2% | 31.7%-25.5pp | 54.5%-48.2pp | 73.4%-67.2pp |
| Annual return | 17.43% | 28.26%-10.8pp | 752.92%-735.5pp | 26.31%-8.9pp |
| Employer contribution / active EE | $0 | $324-100.0% | $1,084-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $206 | $909-77.3% | $1,964-89.5% | $4,246-95.1% |
| Admin fee / account holder | $68 | $86-21.2% | $3,333-98.0% | $76-10.2% |