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 INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $17,412 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $11,286 |
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 | $67,013 | $67,984-1.4% | $65,493+2.3% | $74,304-9.8% |
| Participation rate | 35.0% | 66.3%-31.3pp | 73.1%-38.1pp | 60.3%-25.3pp |
| Annual return | 12.32% | 19.87%-7.5pp | 982.45%-970.1pp | 29.43%-17.1pp |
| Employer contribution / active EE | $949 | $2,491-61.9% | $2,574-63.1% | $2,241-57.7% |
| Participant deferral / active EE | $2,246 | $3,346-32.9% | $3,961-43.3% | $3,767-40.4% |
| Admin fee / account holder | $245 | $1,373-82.2% | $5,028-95.1% | $2,969-91.8% |