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 | $440,973 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,858 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $16,440 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,613 | $40,592+59.2% | $86,188-25.0% | $103,482-37.6% |
| Participation rate | 75.5% | 58.1%+17.4pp | 69.0%+6.6pp | 73.3%+2.3pp |
| Annual return | 14.54% | 18.32%-3.8pp | 1168.45%-1153.9pp | 33.11%-18.6pp |
| Employer contribution / active EE | $1,663 | $974+70.7% | $2,380-30.1% | $3,208-48.2% |
| Participant deferral / active EE | $2,846 | $2,072+37.4% | $3,985-28.6% | $5,207-45.3% |
| Admin fee / account holder | $74 | $85-13.0% | $6,852-98.9% | $114-35.4% |