Filed June 7, 1991
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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $79,018 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
FLEXPATH STRATEGIES, LLC2 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $44,318 |
BERRY DUNN2 years Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $16,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,556 | $113,293-6.8% | $67,511+56.4% | $199,768-47.2% |
| Participation rate | 79.3% | 73.3%+6.0pp | 72.9%+6.4pp | 72.0%+7.3pp |
| Annual return | 12.71% | 15.88%-3.2pp | 3517.41%-3504.7pp | 34.26%-21.6pp |
| Employer contribution / active EE | $2,699 | $3,401-20.6% | $2,733-1.2% | $3,037-11.1% |
| Participant deferral / active EE | $2,960 | $4,159-28.8% | $4,000-26.0% | $5,090-41.8% |
| Admin fee / account holder | $114 | $103+11.0% | $3,999-97.2% | $269-57.7% |