Filed October 29, 1998
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $468,516 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,157 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $18,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,077 | $77,577-8.4% | $101,794-30.2% | $140,769-49.5% |
| Participation rate | 69.2% | 56.8%+12.4pp | 69.2%0pp | 74.2%-4.9pp |
| Annual return | 13.71% | 14.47%-0.8pp | 30.53%-16.8pp | 16.82%-3.1pp |
| Employer contribution / active EE | $1,487 | $1,318+12.9% | $2,289-35.0% | $3,906-61.9% |
| Participant deferral / active EE | $2,588 | $2,205+17.3% | $4,084-36.6% | $6,717-61.5% |
| Admin fee / account holder | $72 | $84-14.7% | $8,777-99.2% | $229-68.7% |