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 & PARROTT3 years Filed as: NACHMAN NORWOOD & PARROTT INC Service code 27 · EIN 26-0280019 | Advisory (Plan) | $13,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,149 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,285 | $61,052+3.7% | $142,863-55.7% | $79,386-20.3% |
| Participation rate | 72.8% | 60.1%+12.7pp | 71.9%+0.9pp | 70.7%+2.1pp |
| Annual return | 16.07% | 16.02%0pp | 5637.54%-5621.5pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,121 | $1,481-24.3% | $4,144-72.9% | $2,427-53.8% |
| Participant deferral / active EE | $2,226 | $2,879-22.7% | $3,837-42.0% | $4,046-45.0% |
| Admin fee / account holder | $127 | $659-80.7% | $6,560-98.1% | $626-79.7% |