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. $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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $111,720 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $36,000 |
UHY LLP1+ years Service code 10 · EIN 20-0694403 | Accounting | $11,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,557 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,643 | $72,770-0.2% | $67,652+7.4% | $55,191+31.6% |
| Participation rate | 99.7% | 78.8%+20.9pp | 75.7%+24.0pp | 69.2%+30.5pp |
| Annual return | 0.72% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,851 | $1,769+4.6% | $2,266-18.3% | $1,899-2.5% |
| Participant deferral / active EE | $4,802 | $3,408+40.9% | $3,560+34.9% | $3,046+57.6% |
| Admin fee / account holder | $202 | $79+156.3% | $4,821-95.8% | $91+122.5% |