Filed January 30, 2014 (most recent of 2 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 7-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 INC1 year Filed as: NFP RETIREMENT Service code 17 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Pension Consulting | $20,000 |
OWINGS & COMPANY1 year Service code 17 · EIN 47-1066660 11710 PLAZA AMERICA DRIVE · RESTON, VA 20190 | Pension Consulting | $14,900 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS Service code 17 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Pension Consulting | $2,987 |
T ROWE PRICE RPS INC1 year Service code 12 | Sales loads (front end and deferred);... | $0 |
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 | $111,476 | $42,582+161.8% | $171,082-34.8% | $57,658+93.3% |
| Participation rate | 91.1% | 63.9%+27.2pp | 76.7%+14.4pp | 70.2%+20.9pp |
| Annual return | 9.81% | 308.67%-298.9pp | 32.56%-22.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $10,820 | $1,306+728.5% | $4,002+170.4% | $1,974+448.2% |
| Participant deferral / active EE | $0 | $2,933-100.0% | $4,797-100.0% | $3,061-100.0% |
| Admin fee / account holder | $49 | $82-39.9% | $8,520-99.4% | $95-47.7% |