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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,673 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,767 |
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 | $77,775 | $49,693+56.5% | $70,515+10.3% | $74,419+4.5% |
| Participation rate | 96.3% | 64.7%+31.7pp | 68.3%+28.0pp | 70.7%+25.6pp |
| Annual return | 19.14% | 21.22%-2.1pp | 32.77%-13.6pp | 34.38%-15.2pp |
| Employer contribution / active EE | $2,591 | $1,773+46.1% | $2,973-12.9% | $2,637-1.8% |
| Participant deferral / active EE | $5,334 | $3,376+58.0% | $4,567+16.8% | $4,528+17.8% |
| Admin fee / account holder | $56 | $316-82.2% | $6,412-99.1% | $348-83.9% |