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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,577 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $40,798 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $35,911 |
Filed as: FIDUCIARY FIRST LLC Service code 16 · EIN 20-5582309 | Consulting | $35,257 |
BAKERHOSTETLER1 year Service code 49 · EIN 34-0082025 | Other Services | $17,271 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $11,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $197,818 | $100,801+96.2% | $149,696+32.1% | $73,409+169.5% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.5%+16.2pp | 72.2%+26.5pp |
| Annual return | 13.09% | 265.34%-252.2pp | 276.60%-263.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $8,113 | $3,312+145.0% | $4,644+74.7% | $2,234+263.2% |
| Participant deferral / active EE | $9,410 | $6,404+46.9% | $6,842+37.5% | $3,805+147.3% |
| Admin fee / account holder | $316 | $181+74.7% | $9,309-96.6% | $158+100.0% |