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 | $82,919 |
NFP RETIREMENT INC3 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $58,000 |
MCM CPAS & ADVISORS LLP4 years Filed as: MCM CPA & ADVISORS, LLP Service code 10 · EIN 27-1235638 | Accounting | $5,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,671 | $53,165-10.3% | $86,188-44.7% | $74,419-35.9% |
| Participation rate | 96.1% | 64.9%+31.2pp | 69.0%+27.1pp | 70.7%+25.3pp |
| Annual return | 19.81% | 22.64%-2.8pp | 1168.45%-1148.6pp | 34.38%-14.6pp |
| Employer contribution / active EE | $1,129 | $1,210-6.7% | $2,380-52.6% | $2,637-57.2% |
| Participant deferral / active EE | $6,093 | $3,234+88.4% | $3,985+52.9% | $4,528+34.6% |
| Admin fee / account holder | $121 | $551-78.1% | $6,852-98.2% | $348-65.3% |