Filed December 19, 2019
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 5-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 | $284,037 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,466 |
NFP RETIREMENT INC5+ years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $76,718 |
WINSTON & STRAWN LLP5+ years Service code 16 · EIN 36-1975990 | Consulting | $58,876 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $32,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,177 | $145,877-53.9% | $150,045-55.2% | $102,872-34.7% |
| Participation rate | 92.3% | 79.8%+12.5pp | 82.3%+10.0pp | 73.0%+19.3pp |
| Annual return | 22.64% | 21.37%+1.3pp | 62.55%-39.9pp | 19.06%+3.6pp |
| Employer contribution / active EE | $1,752 | $4,710-62.8% | $4,693-62.7% | $3,526-50.3% |
| Participant deferral / active EE | $6,175 | $9,491-34.9% | $7,997-22.8% | $5,535+11.6% |
| Admin fee / account holder | $113 | $176-35.7% | $13,435-99.2% | $292-61.3% |