Filed June 23, 1999
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 Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,902 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,828 |
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 | $67,804 | $44,764+51.5% | $68,791-1.4% | $64,808+4.6% |
| Participation rate | 96.3% | 64.8%+31.5pp | 69.0%+27.2pp | 71.5%+24.8pp |
| Annual return | -16.47% | -10.91%-5.6pp | -6.38%-10.1pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,414 | $1,775+36.0% | $2,655-9.1% | $2,506-3.7% |
| Participant deferral / active EE | $5,024 | $3,238+55.2% | $3,941+27.5% | $4,310+16.6% |
| Admin fee / account holder | $41 | $151-73.1% | $4,932-99.2% | $188-78.3% |