Filed April 17, 2007 (most recent of 4 filings on file)
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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,274 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$98,697 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,888 | $75,388+94.8% | $123,544+18.9% | $55,725+163.6% |
| Participation rate | 93.7% | 75.7%+18.0pp | 82.3%+11.4pp | 70.9%+22.8pp |
| Annual return | -3.53% | 4.48%-8.0pp | 119.20%-122.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $8,748 | $3,063+185.6% | $4,628+89.0% | $2,078+320.9% |
| Participant deferral / active EE | $7,581 | $5,651+34.2% | $6,426+18.0% | $3,356+125.9% |
| Admin fee / account holder | $7 | $120-94.2% | $9,284-99.9% | $115-93.9% |