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 INC4 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $16,293 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $12,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,485 | $69,763-17.6% | $67,502-14.8% | $74,495-22.8% |
| Participation rate | 37.1% | 71.4%-34.2pp | 72.9%-35.7pp | 67.2%-30.1pp |
| Annual return | 12.03% | -40.34%+52.4pp | 3512.12%-3500.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $972 | $2,704-64.1% | $2,731-64.4% | $2,623-63.0% |
| Participant deferral / active EE | $2,244 | $3,636-38.3% | $4,000-43.9% | $4,346-48.4% |
| Admin fee / account holder | $220 | $896-75.4% | $3,998-94.5% | $1,942-88.7% |