Filed November 3, 2013 (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 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $17,808 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $11,755 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,777 | $60,989-59.4% | $60,874-59.3% | $66,914-63.0% |
| Participation rate | 97.3% | 74.5%+22.8pp | 73.1%+24.2pp | 69.8%+27.5pp |
| Annual return | -12.99% | -9.60%-3.4pp | 16.90%-29.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $658 | $2,661-75.3% | $2,701-75.6% | $2,544-74.1% |
| Participant deferral / active EE | $1,400 | $3,615-61.3% | $3,817-63.3% | $4,237-67.0% |
| Admin fee / account holder | $124 | $338-63.3% | $3,224-96.1% | $593-79.1% |