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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,903 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,000 |
SUTTON FROST CARY LLP1 year Service code 10 · EIN 75-2593210 | Accounting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$95,164 |
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 | $167,953 | $88,122+90.6% | $141,162+19.0% | $67,579+148.5% |
| Participation rate | 93.8% | 76.5%+17.3pp | 82.5%+11.3pp | 71.3%+22.5pp |
| Annual return | 22.33% | 75.40%-53.1pp | 71.39%-49.1pp | 378.56%-356.2pp |
| Employer contribution / active EE | $8,154 | $3,224+152.9% | $4,735+72.2% | $2,148+279.7% |
| Participant deferral / active EE | $7,789 | $5,958+30.7% | $6,709+16.1% | $3,539+120.1% |
| Admin fee / account holder | $16 | $131-88.1% | $10,261-99.8% | $142-89.1% |