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 |
|---|---|---|
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $114,184 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,191 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $40,435 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,972 | $95,274+131.9% | $135,903+62.6% | $74,419+196.9% |
| Participation rate | 97.8% | 78.2%+19.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 16.01% | 32.77%-16.8pp | 68.23%-52.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $8,661 | $3,874+123.5% | $4,856+78.3% | $2,637+228.4% |
| Participant deferral / active EE | $10,175 | $7,782+30.7% | $7,758+31.2% | $4,528+124.7% |
| Admin fee / account holder | $228 | $266-14.4% | $10,762-97.9% | $348-34.5% |