Filed November 2, 2004
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 12 · EIN 13-3689044 | Recordkeeping fees; Finders' fees / p... | $145,650 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORY SERVICES LLC Service code 16 | Consulting | $47,950 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $18 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC. Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,656 | $37,117-33.6% | $147,614-83.3% | $55,191-55.3% |
| Participation rate | 89.0% | 63.6%+25.4pp | 84.6%+4.3pp | 69.2%+19.8pp |
| Annual return | -0.11% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,260 | $1,620-22.2% | $5,564-77.4% | $1,899-33.6% |
| Participant deferral / active EE | $2,334 | $1,985+17.6% | $4,895-52.3% | $3,046-23.4% |
| Admin fee / account holder | $215 | $86+150.9% | $11,611-98.2% | $91+136.5% |