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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $54,375 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,223 |
Filed as: COUNCILOR BUCHANAN & MITCHELL, P.C. Service code 16 · EIN 52-1711839 | Consulting | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,729 |
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 | $288,811 | $100,227+188.2% | $169,993+69.9% | $74,419+288.1% |
| Participation rate | 96.3% | 87.3%+9.0pp | 87.0%+9.3pp | 70.7%+25.6pp |
| Annual return | 20.51% | 66.08%-45.6pp | 53.37%-32.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $8,339 | $4,263+95.6% | $6,785+22.9% | $2,637+216.2% |
| Participant deferral / active EE | $11,389 | $7,143+59.4% | $10,408+9.4% | $4,528+151.5% |
| Admin fee / account holder | $119 | $234-49.3% | $12,815-99.1% | $348-65.8% |