Filed November 16, 1992
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,813 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $61,497 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 31 · EIN 33-0509143 | Named fiduciary | $45,000 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER HOSTETLER LLP Service code 29 · EIN 34-0082025 | Legal | $17,721 |
RSM US LLP9 years Service code 10 · EIN 42-0714325 | Accounting | $8,835 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,819 | $106,028+130.0% | $146,958+65.9% | $77,643+214.0% |
| Participation rate | 99.1% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 13.58% | 56.73%-43.2pp | 418.34%-404.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $9,060 | $4,063+123.0% | $4,933+83.7% | $2,726+232.4% |
| Participant deferral / active EE | $10,761 | $7,990+34.7% | $8,070+33.4% | $4,647+131.6% |
| Admin fee / account holder | $214 | $337-36.6% | $12,998-98.4% | $430-50.3% |