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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,607 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $47,729 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $32,398 |
BAKER & HOSTETLER LLP6 years Filed as: BAKER HOSTETLER Service code 49 · EIN 34-0082025 | Other Services | $27,051 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0509143 | Consulting | $20,985 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,124 | $82,202+130.1% | $125,339+50.9% | $64,808+191.8% |
| Participation rate | 98.2% | 77.9%+20.3pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | -15.01% | 3.48%-18.5pp | 572.05%-587.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $7,956 | $3,615+120.1% | $4,814+65.3% | $2,506+217.5% |
| Participant deferral / active EE | $9,662 | $7,175+34.7% | $7,446+29.8% | $4,310+124.2% |
| Admin fee / account holder | $195 | $163+19.6% | $10,010-98.1% | $188+3.9% |