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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $27,459 |
NFP RETIREMENT INC3 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $16,000 |
KREISCHER MILLER3 years Service code 10 100 WITMER ROAD · HORSHAM, PA 190442369 | Accounting | $13,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,959 | $39,948-5.0% | $89,391-57.5% | $73,409-48.3% |
| Participation rate | 44.2% | 50.4%-6.2pp | 68.0%-23.7pp | 72.2%-27.9pp |
| Annual return | 14.79% | 50.12%-35.3pp | 245.62%-230.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $556 | $1,200-53.7% | $2,586-78.5% | $2,234-75.1% |
| Participant deferral / active EE | $3,278 | $2,193+49.5% | $3,890-15.7% | $3,805-13.9% |
| Admin fee / account holder | $200 | $134+48.7% | $4,881-95.9% | $158+26.4% |