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 | Investment management; Shareholder se... | $142,758 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,000 |
UHY LLP4+ years Service code 10 · EIN 20-0694403 | Accounting | $11,500 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,064 | $65,118+13.7% | $76,768-3.5% | $55,725+32.9% |
| Participation rate | 99.6% | 79.6%+20.0pp | 77.0%+22.7pp | 70.9%+28.8pp |
| Annual return | -4.11% | -1.27%-2.8pp | 2.43%-6.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $3,061 | $1,941+57.7% | $2,485+23.2% | $2,078+47.3% |
| Participant deferral / active EE | $5,387 | $3,688+46.1% | $3,852+39.9% | $3,356+60.5% |
| Admin fee / account holder | $174 | $116+50.4% | $6,675-97.4% | $115+51.3% |