Filed August 24, 2001
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $367,616 |
Service code 37 · EIN 04-2647786 | Loan Processing | $192,882 |
Filed as: NFB RETIREMENT INC Service code 16 · EIN 33-0905143 | Consulting | $92,500 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 16 · EIN 30-1413443 | Consulting | $22,050 |
FINSTON FRIEDMAN AND FISHER1 year Service code 16 · EIN 27-5546855 | Consulting | $15,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,913 | $117,739+74.9% | $101,326+103.2% | $117,739+74.9% |
| Participation rate | 60.3% | 76.6%-16.3pp | 81.5%-21.2pp | 76.6%-16.3pp |
| Annual return | 17.45% | 17.29%+0.2pp | 36.82%-19.4pp | 17.29%+0.2pp |
| Employer contribution / active EE | $1,484 | $3,746-60.4% | $3,665-59.5% | $3,746-60.4% |
| Participant deferral / active EE | $5,934 | $6,128-3.2% | $7,994-25.8% | $6,128-3.2% |
| Admin fee / account holder | $89 | $112-20.5% | $11,185-99.2% | $112-20.5% |