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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,925 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,000 |
SUTTON FROST CARY LLP2 years Service code 10 · EIN 75-2592310 | Accounting | $20,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,961 |
Form 5500 reported that benefits due were not provided when due.
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 | $193,630 | $100,801+92.1% | $149,696+29.3% | $73,409+163.8% |
| Participation rate | 94.8% | 77.7%+17.1pp | 82.5%+12.3pp | 72.2%+22.6pp |
| Annual return | 17.30% | 265.34%-248.0pp | 276.60%-259.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $9,242 | $3,312+179.1% | $4,644+99.0% | $2,234+313.8% |
| Participant deferral / active EE | $8,677 | $6,404+35.5% | $6,842+26.8% | $3,805+128.0% |
| Admin fee / account holder | $45 | $181-75.0% | $9,309-99.5% | $158-71.4% |