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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $121,253 |
WHITINGER & COMPANY LLC1 year Service code 10 · EIN 35-0905017 | Accounting | $15,000 |
NFP RETIREMENT INC5 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,285 | $56,102-1.5% | $101,794-45.7% | $102,872-46.3% |
| Participation rate | 85.1% | 70.4%+14.8pp | 69.2%+15.9pp | 73.0%+12.1pp |
| Annual return | 18.34% | 14.06%+4.3pp | 30.53%-12.2pp | 19.06%-0.7pp |
| Employer contribution / active EE | $894 | $1,380-35.2% | $2,289-61.0% | $3,526-74.7% |
| Participant deferral / active EE | $5,370 | $2,801+91.7% | $4,084+31.5% | $5,535-3.0% |
| Admin fee / account holder | $100 | $262-61.7% | $8,777-98.9% | $292-65.7% |