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 | $95,445 |
NFP RETIREMENT INC2 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $58,000 |
MCM CPAS & ADVISORS LLP3 years Filed as: MCM CPA & ADVISORS, LLP Service code 10 · EIN 27-1235638 | Accounting | $8,800 |
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 | $37,671 | $42,353-11.1% | $79,550-52.6% | $64,808-41.9% |
| Participation rate | 95.5% | 64.8%+30.7pp | 69.5%+26.0pp | 71.5%+24.0pp |
| Annual return | -18.25% | -12.24%-6.0pp | 0.16%-18.4pp | 32.82%-51.1pp |
| Employer contribution / active EE | $1,036 | $1,181-12.2% | $2,413-57.1% | $2,506-58.6% |
| Participant deferral / active EE | $5,535 | $3,170+74.6% | $3,985+38.9% | $4,310+28.4% |
| Admin fee / account holder | $133 | $160-16.8% | $6,832-98.1% | $188-29.3% |