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 |
|---|---|---|
Filed as: COUNCIL, BUCHANAN & MITCHELL, P.C. Service code 16 · EIN 52-1711839 7910 WOODMONT AVE · BETHESDA, MD 20814 | Consulting | $37,100 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 15 · EIN 33-0905143 | Recordkeeping | $30,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,074 |
COVINGTON & BURLING LLP5+ years Service code 16 · EIN 53-0188411 | Consulting | $9,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,720 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,719 | $88,515+185.5% | $162,163+55.8% | $67,579+274.0% |
| Participation rate | 98.7% | 86.8%+11.9pp | 87.6%+11.2pp | 71.3%+27.4pp |
| Annual return | 22.17% | 27.04%-4.9pp | 115.59%-93.4pp | 378.56%-356.4pp |
| Employer contribution / active EE | $9,363 | $3,563+162.8% | $5,614+66.8% | $2,148+335.9% |
| Participant deferral / active EE | $9,329 | $5,724+63.0% | $7,298+27.8% | $3,539+163.6% |
| Admin fee / account holder | $178 | $124+43.9% | $10,843-98.4% | $142+25.1% |