Filed November 8, 2014
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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $25,342 |
NFP RETIREMENT INC1 year Service code 26 · EIN 33-0905143 | Advisory (Participants) | $16,055 |
KREISCHER MILLER1 year Service code 10 100 WITMER ROAD · HORSHAM, PA 190442369 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,038 | $33,067+18.1% | $76,523-49.0% | $56,287-30.6% |
| Participation rate | 43.9% | 55.4%-11.5pp | 68.0%-24.1pp | 69.9%-25.9pp |
| Annual return | -6.79% | 2.72%-9.5pp | -0.27%-6.5pp | -9.96%+3.2pp |
| Employer contribution / active EE | $969 | $1,200-19.3% | $2,647-63.4% | $2,111-54.1% |
| Participant deferral / active EE | $4,108 | $2,240+83.4% | $3,835+7.1% | $3,350+22.7% |
| Admin fee / account holder | $310 | $537-42.3% | $4,848-93.6% | $521-40.5% |