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 INC4 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $99,098 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,806 |
CHANCE GAY AND CIEGLO PLLC3 years Filed as: CHANCE GAY & CIEGLO, PLLC Service code 10 · EIN 83-0974051 | Accounting | $9,473 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$26,299 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,967 | $129,021-29.5% | $184,203-50.6% | $77,643+17.2% |
| Participation rate | 97.2% | 87.3%+9.9pp | 86.8%+10.4pp | 70.6%+26.7pp |
| Annual return | 13.85% | 33.27%-19.4pp | 28.81%-15.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,659 | $4,413-39.7% | $6,427-58.6% | $2,726-2.4% |
| Participant deferral / active EE | $4,274 | $7,297-41.4% | $9,131-53.2% | $4,647-8.0% |
| Admin fee / account holder | $302 | $254+18.9% | $13,901-97.8% | $430-29.9% |