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 | Direct payment from the plan; Float r... | $29,847 |
UHY LLP2 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $11,810 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,317 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,676 | $79,519-76.5% | $95,952-80.5% | $73,409-74.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 10.96% | 19.20%-8.2pp | 91.61%-80.7pp | 59.29%-48.3pp |
| Employer contribution / active EE | $2,229 | $2,048+8.9% | $2,541-12.3% | $2,234-0.2% |
| Participant deferral / active EE | $2,284 | $4,138-44.8% | $4,167-45.2% | $3,805-40.0% |
| Admin fee / account holder | $108 | $184-41.5% | $6,795-98.4% | $158-31.7% |