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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $472,519 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,016 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $18,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,051 | $57,150+13.8% | $93,606-30.5% | $106,382-38.9% |
| Participation rate | 68.7% | 49.1%+19.6pp | 68.7%0pp | 69.9%-1.2pp |
| Annual return | 11.07% | 15.81%-4.7pp | 133.20%-122.1pp | 17.37%-6.3pp |
| Employer contribution / active EE | $1,403 | $1,015+38.2% | $2,420-42.0% | $3,364-58.3% |
| Participant deferral / active EE | $2,438 | $1,853+31.6% | $4,411-44.7% | $5,569-56.2% |
| Admin fee / account holder | $74 | $64+15.5% | $8,285-99.1% | $79-6.2% |