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 INC5 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $39,167 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,058 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,622 |
CHANCE GAY AND CIEGLO PLLC4 years Filed as: CHANCE GAY & CIEGLO, PLLC Service code 10 · EIN 83-0974051 | Accounting | $9,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,903 | $131,799-18.9% | $200,582-46.7% | $85,563+24.9% |
| Participation rate | 97.5% | 87.9%+9.6pp | 86.9%+10.6pp | 66.0%+31.6pp |
| Annual return | 16.94% | 21.59%-4.7pp | 42.33%-25.4pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,976 | $4,532-34.3% | $6,419-53.6% | $2,654+12.2% |
| Participant deferral / active EE | $4,847 | $7,702-37.1% | $9,331-48.1% | $4,375+10.8% |
| Admin fee / account holder | $281 | $235+19.4% | $16,305-98.3% | $834-66.4% |