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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $117,911 |
NFP RETIREMENT INC4 years Service code 27 · EIN 13-4029115 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,391 |
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 | $88,071 | $57,831+52.3% | $82,389+6.9% | $85,563+2.9% |
| Participation rate | 93.3% | 55.0%+38.3pp | 69.5%+23.8pp | 66.0%+27.3pp |
| Annual return | 15.45% | 17.86%-2.4pp | 28.67%-13.2pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,739 | $1,643+66.7% | $2,517+8.8% | $2,654+3.2% |
| Participant deferral / active EE | $5,390 | $3,118+72.9% | $4,155+29.7% | $4,375+23.2% |
| Admin fee / account holder | $151 | $1,391-89.1% | $7,231-97.9% | $834-81.9% |