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 |
|---|---|---|
NFT RETIREMENT, INC1 year Service code 16 · EIN 33-0905143 | Consulting | $37,500 |
Filed as: COUNCILOR, BUCHANAN & MITCHELL, P. Service code 16 · EIN 52-1711839 | Consulting | $37,065 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,938 |
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 | $285,161 | $111,608+155.5% | $177,821+60.4% | $73,409+288.5% |
| Participation rate | 97.9% | 87.9%+10.0pp | 87.7%+10.1pp | 72.2%+25.7pp |
| Annual return | 16.25% | 18.23%-2.0pp | 48.32%-32.1pp | 59.29%-43.0pp |
| Employer contribution / active EE | $9,207 | $3,796+142.5% | $5,918+55.6% | $2,234+312.2% |
| Participant deferral / active EE | $9,195 | $6,199+48.3% | $7,714+19.2% | $3,805+141.6% |
| Admin fee / account holder | $150 | $166-9.5% | $12,427-98.8% | $158-5.1% |