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 |
|---|---|---|
NACHMAN, NORWOOD & PARROTT2 years Filed as: NACHMAN NORWOOD & PARROTT INC Service code 27 · EIN 26-0280019 | Advisory (Plan) | $10,473 |
Service code 37 · EIN 04-2647786 | Loan Processing | $135 |
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 | $55,619 | $53,901+3.2% | $134,143-58.5% | $73,488-24.3% |
| Participation rate | 65.5% | 62.8%+2.6pp | 72.2%-6.7pp | 70.7%-5.2pp |
| Annual return | 19.76% | 15.82%+3.9pp | 36.33%-16.6pp | 28.51%-8.8pp |
| Employer contribution / active EE | $986 | $1,458-32.4% | $3,704-73.4% | $2,270-56.6% |
| Participant deferral / active EE | $2,095 | $2,739-23.5% | $3,499-40.1% | $3,740-44.0% |
| Admin fee / account holder | $113 | $581-80.5% | $6,684-98.3% | $513-78.0% |