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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $578,611 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,300 |
AFS ADVISORS, LLC8+ years Service code 27 · EIN 27-4398433 | Advisory (Plan) | $52,500 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $17,850 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,667 | $39,166+47.2% | $79,550-27.5% | $78,044-26.1% |
| Participation rate | 79.6% | 57.3%+22.3pp | 69.5%+10.1pp | 74.4%+5.2pp |
| Annual return | -14.49% | -9.39%-5.1pp | 0.16%-14.7pp | 10.87%-25.4pp |
| Employer contribution / active EE | $1,638 | $1,019+60.8% | $2,413-32.1% | $3,125-47.6% |
| Participant deferral / active EE | $2,862 | $2,079+37.6% | $3,985-28.2% | $5,084-43.7% |
| Admin fee / account holder | $92 | $67+37.3% | $6,832-98.7% | $79+16.7% |