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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,837 |
Filed as: COUNCILOR BUCHANAN & MITCHELL, P.C. Service code 10 · EIN 52-1711839 | Accounting | $30,000 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $21,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,645 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,034 | $86,897+182.0% | $151,611+61.6% | $64,808+278.1% |
| Participation rate | 97.3% | 87.3%+10.1pp | 87.5%+9.8pp | 71.5%+25.9pp |
| Annual return | -18.06% | -3.57%-14.5pp | 3.33%-21.4pp | 32.82%-50.9pp |
| Employer contribution / active EE | $9,771 | $4,010+143.7% | $6,166+58.5% | $2,506+289.9% |
| Participant deferral / active EE | $10,387 | $6,690+55.3% | $8,363+24.2% | $4,310+141.0% |
| Admin fee / account holder | $63 | $153-58.9% | $11,616-99.5% | $188-66.5% |