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 INC3 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $14,549 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $11,385 |
Annual investment return 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 | $41,809 | $65,557-36.2% | $64,056-34.7% | $71,457-41.5% |
| Participation rate | 95.7% | 73.2%+22.6pp | 72.3%+23.4pp | 67.9%+27.8pp |
| Annual return | 9.62% | 18.94%-9.3pp | 33.69%-24.1pp | 28.85%-19.2pp |
| Employer contribution / active EE | $704 | $2,669-73.6% | $2,747-74.4% | $2,588-72.8% |
| Participant deferral / active EE | $1,556 | $3,626-57.1% | $3,880-59.9% | $4,289-63.7% |
| Admin fee / account holder | $162 | $616-73.7% | $3,068-94.7% | $1,587-89.8% |