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 INC3+ years Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $30,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,051 |
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 | $44,158 | $92,091-52.0% | $62,995-29.9% | $77,958-43.4% |
| Participation rate | 89.5% | 74.5%+15.0pp | 74.8%+14.7pp | 71.6%+17.8pp |
| Annual return | 14.81% | 16.23%-1.4pp | 87.57%-72.8pp | 20.87%-6.1pp |
| Employer contribution / active EE | $3,758 | $3,424+9.7% | $2,759+36.2% | $2,310+62.6% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $9 | $48-81.9% | $3,600-99.8% | $97-91.1% |