Filed January 11, 1
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $147,375 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $62,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-3180817 | Advisory (Plan) | $7,440 |
Service code 33 · EIN 82-4823358 | Securities brokerage; Securities brok... | $6,399 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,263 | $62,544+18.7% | $129,295-42.6% | $199,768-62.8% |
| Participation rate | 95.2% | 56.8%+38.4pp | 69.6%+25.6pp | 72.0%+23.2pp |
| Annual return | 18.32% | 16.95%+1.4pp | 9429.28%-9411.0pp | 34.26%-15.9pp |
| Employer contribution / active EE | $2,574 | $2,394+7.5% | $4,157-38.1% | $3,037-15.2% |
| Participant deferral / active EE | $9,070 | $3,123+190.4% | $4,169+117.5% | $5,090+78.2% |
| Admin fee / account holder | $101 | $167-39.6% | $7,665-98.7% | $269-62.5% |