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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,071 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $30,000 |
Filed as: COUNCILOR BUCHANAN & MITCHELL P.C Service code 16 · EIN 52-1711839 | Consulting | $28,093 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,473 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,029 | $111,491+184.4% | $189,513+67.3% | $86,799+265.2% |
| Participation rate | 97.9% | 87.3%+10.6pp | 87.8%+10.1pp | 72.3%+25.6pp |
| Annual return | 15.84% | 83.50%-67.7pp | 555.15%-539.3pp | 97.91%-82.1pp |
| Employer contribution / active EE | $11,275 | $3,951+185.4% | $6,162+83.0% | $2,405+368.7% |
| Participant deferral / active EE | $9,598 | $6,437+49.1% | $8,221+16.7% | $4,131+132.3% |
| Admin fee / account holder | $78 | $189-58.6% | $12,045-99.4% | $170-53.9% |