Filed June 7, 2002
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $92,558 |
NFP RETIREMENT INC4+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $27,600 |
UHY LLP4+ years Service code 10 · EIN 20-0694403 | Accounting | $11,000 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -5.28% | 7.01%-12.3pp | 12.68%-18.0pp | 0.19%-5.5pp |
| Employer contribution / active EE | $3,920 | $12,638-69.0% | $22,860-82.9% | $13,763-71.5% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |