Filed January 16, 1996
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 |
|---|---|---|
COVINGTON & BURLING LLP4+ years Service code 16 · EIN 53-0188411 | Consulting | $75,658 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT,INC. Service code 16 · EIN 33-0905143 | Consulting | $30,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,940 |
CHANOS&WILSON,PC1 year Service code 16 · EIN 52-1480805 | Consulting | $23,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,682 |
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 | $209,177 | $80,005+161.5% | $140,016+49.4% | $55,725+275.4% |
| Participation rate | 98.1% | 87.0%+11.1pp | 87.5%+10.6pp | 70.9%+27.2pp |
| Annual return | -5.08% | 0.46%-5.5pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $8,999 | $3,403+164.5% | $5,606+60.5% | $2,078+333.0% |
| Participant deferral / active EE | $9,315 | $5,264+77.0% | $6,927+34.5% | $3,356+177.6% |
| Admin fee / account holder | $284 | $116+145.3% | $10,705-97.3% | $115+146.4% |