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 INC6+ years Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $75,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,424 |
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 | $47,429 | $105,581-55.1% | $70,449-32.7% | $90,288-47.5% |
| Participation rate | 87.1% | 77.5%+9.6pp | 75.1%+12.1pp | 73.4%+13.8pp |
| Annual return | 14.64% | 14.78%-0.1pp | 109.03%-94.4pp | 53.97%-39.3pp |
| Employer contribution / active EE | $2,784 | $3,304-15.7% | $2,737+1.7% | $2,524+10.3% |
| Participant deferral / active EE | $2,212 | $3,813-42.0% | $3,709-40.3% | $4,232-47.7% |
| Admin fee / account holder | $16 | $68-76.3% | $3,845-99.6% | $114-85.9% |