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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $22,017 |
NFP RETIREMENT INC2 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $16,000 |
KREISCHER MILLER2 years Service code 10 100 WITMER ROAD · HORSHAM, PA 190442369 | Accounting | $13,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,196 | $38,365+10.0% | $84,611-50.1% | $65,185-35.3% |
| Participation rate | 39.7% | 55.7%-16.0pp | 68.2%-28.6pp | 70.2%-30.5pp |
| Annual return | 20.73% | 32.00%-11.3pp | 258.74%-238.0pp | 29.38%-8.7pp |
| Employer contribution / active EE | $396 | $1,258-68.6% | $2,652-85.1% | $2,177-81.8% |
| Participant deferral / active EE | $2,531 | $2,278+11.1% | $3,899-35.1% | $3,514-28.0% |
| Admin fee / account holder | $262 | $451-42.0% | $4,912-94.7% | $847-69.1% |