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 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 |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 17 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Pension Consulting | $20,000 |
OWINGS & COMPANY2 years Service code 17 · EIN 47-1066660 11710 PLAZA AMERICA DR · RESTON, VA 20190 | Pension Consulting | $5,249 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS Service code 17 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, VA 21202 | Pension Consulting | $3,103 |
T ROWE PRICE RPS INC2 years Service code 12 | Claims processing; Trustee (directed)... | $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 | $94,332 | $46,966+100.9% | $185,117-49.0% | $69,631+35.5% |
| Participation rate | 96.4% | 65.3%+31.1pp | 77.3%+19.1pp | 70.7%+25.7pp |
| Annual return | 19.84% | 22.36%-2.5pp | 40.50%-20.7pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $3,218 | $1,360+136.5% | $4,182-23.0% | $2,032+58.4% |
| Participant deferral / active EE | $9,156 | $3,017+203.5% | $5,045+81.5% | $3,224+184.0% |
| Admin fee / account holder | $29 | $94-69.5% | $8,159-99.6% | $110-74.1% |