Filed May 27, 1993 (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 37 · EIN 04-2647786 | Loan Processing | $125,615 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,250 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION ADVISORS Service code 27 · EIN 34-1911721 | Advisory (Plan) | $16,250 |
MCM CPAS & ADVISORS LLP2 years Filed as: MCM CPA & ADVISORS, LLP Service code 10 · EIN 27-1235638 | Accounting | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,360 | $50,956-9.0% | $96,562-52.0% | $86,799-46.6% |
| Participation rate | 95.1% | 65.2%+29.8pp | 69.8%+25.3pp | 72.3%+22.8pp |
| Annual return | 13.85% | 21.27%-7.4pp | 37.78%-23.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $992 | $1,111-10.7% | $2,356-57.9% | $2,405-58.8% |
| Participant deferral / active EE | $4,987 | $2,954+68.8% | $3,849+29.6% | $4,131+20.7% |
| Admin fee / account holder | $167 | $166+0.8% | $6,181-97.3% | $170-1.3% |