Filed September 7, 2000 (most recent of 2 filings on file)
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 14 · EIN 04-2647786 | Plan Administrator | $162,209 |
NFP RETIREMENT INC4 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $90,000 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,560 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,779 | $104,697-40.0% | $96,544-35.0% | $80,160-21.7% |
| Participation rate | 95.0% | 86.4%+8.7pp | 76.0%+19.1pp | 72.9%+22.1pp |
| Annual return | 17.56% | 21.78%-4.2pp | 25.84%-8.3pp | 40.38%-22.8pp |
| Employer contribution / active EE | $2,176 | $3,536-38.5% | $2,965-26.6% | $2,978-26.9% |
| Participant deferral / active EE | $6,051 | $6,188-2.2% | $4,851+24.7% | $5,017+20.6% |
| Admin fee / account holder | $154 | $107+44.7% | $8,252-98.1% | $145+6.6% |