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 INC4+ years Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $15,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $696 |
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 | $41,060 | $87,173-52.9% | $59,878-31.4% | $75,289-45.5% |
| Participation rate | 89.1% | 74.5%+14.6pp | 74.7%+14.4pp | 72.4%+16.7pp |
| Annual return | -2.59% | -2.14%-0.4pp | 3.46%-6.1pp | -0.04%-2.6pp |
| Employer contribution / active EE | $3,724 | $3,473+7.2% | $2,722+36.8% | $2,405+54.9% |
| Participant deferral / active EE | $543 | $3,379-83.9% | $3,402-84.0% | $3,739-85.5% |
| Admin fee / account holder | $4 | $75-94.9% | $3,590-99.9% | $102-96.3% |