Filed April 14, 2004
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 INC1 year Filed as: NFP Service code 16 · EIN 33-0509143 | Consulting | $75,380 |
HORNE LLP1 year Service code 10 · EIN 20-1941244 | Accounting | $18,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,504 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,261 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,109 | $111,491-15.6% | $189,513-50.3% | $86,799+8.4% |
| Participation rate | 96.0% | 87.3%+8.7pp | 87.8%+8.2pp | 72.3%+23.7pp |
| Annual return | 14.82% | 83.50%-68.7pp | 555.15%-540.3pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,621 | $3,951-33.7% | $6,162-57.5% | $2,405+9.0% |
| Participant deferral / active EE | $4,157 | $6,437-35.4% | $8,221-49.4% | $4,131+0.6% |
| Admin fee / account holder | $280 | $189+48.4% | $12,045-97.7% | $170+65.1% |