Filed December 12, 1995
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 INC10+ years Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $60,000 |
Service code 10 · EIN 95-4345526 | Accounting | $18,200 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,357 |
QUARLES & BRADY LLP1 year Service code 29 · EIN 39-0432630 | Legal | $8,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,590 | $113,293-48.3% | $67,502-13.2% | $199,593-70.6% |
| Participation rate | 60.8% | 73.3%-12.6pp | 72.9%-12.1pp | 72.0%-11.2pp |
| Annual return | 13.79% | 15.88%-2.1pp | 3512.12%-3498.3pp | 34.25%-20.5pp |
| Employer contribution / active EE | $2,271 | $3,401-33.2% | $2,731-16.8% | $3,034-25.2% |
| Participant deferral / active EE | $1,964 | $4,159-52.8% | $4,000-50.9% | $5,087-61.4% |
| Admin fee / account holder | $24 | $103-76.9% | $3,998-99.4% | $269-91.2% |