Filed December 22, 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 |
|---|---|---|
Filed as: NACHMAN NORWOOD & PARROTT INC Service code 27 · EIN 26-0280019 | Advisory (Plan) | $7,677 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,569 | $46,722-6.7% | $130,648-66.7% | $65,185-33.2% |
| Participation rate | 58.6% | 60.9%-2.3pp | 71.7%-13.1pp | 70.2%-11.6pp |
| Annual return | 29.84% | 24.17%+5.7pp | 1708.96%-1679.1pp | 29.38%+0.5pp |
| Employer contribution / active EE | $750 | $1,488-49.6% | $4,092-81.7% | $2,177-65.5% |
| Participant deferral / active EE | $1,584 | $2,545-37.8% | $3,603-56.0% | $3,514-54.9% |
| Admin fee / account holder | $83 | $453-81.7% | $5,464-98.5% | $847-90.2% |