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 INC3 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,701 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,623 |
Filed as: CGC, PLLC Service code 10 · EIN 83-0974051 | Accounting | $9,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,666 | $100,227-13.5% | $169,993-49.0% | $74,419+16.5% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.0%+10.4pp | 70.7%+26.7pp |
| Annual return | 17.29% | 66.08%-48.8pp | 53.37%-36.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $2,630 | $4,263-38.3% | $6,785-61.2% | $2,637-0.3% |
| Participant deferral / active EE | $4,216 | $7,143-41.0% | $10,408-59.5% | $4,528-6.9% |
| Admin fee / account holder | $186 | $234-20.5% | $12,815-98.5% | $348-46.4% |