Filed October 18, 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 INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $51,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,709 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,965 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,571 | $65,061+76.1% | $143,757-20.3% | $66,914+71.2% |
| Participation rate | 98.0% | 65.2%+32.8pp | 80.3%+17.7pp | 69.8%+28.2pp |
| Annual return | -9.15% | -11.14%+2.0pp | -0.04%-9.1pp | 1.58%-10.7pp |
| Employer contribution / active EE | $3,693 | $2,361+56.4% | $4,951-25.4% | $2,544+45.1% |
| Participant deferral / active EE | $7,259 | $2,919+148.7% | $5,637+28.8% | $4,237+71.3% |
| Admin fee / account holder | $602 | $502+20.0% | $14,673-95.9% | $593+1.5% |