Filed August 9, 2013 (most recent of 3 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 INC1 year Filed as: NFP CORPORATE SERVICES Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $24,620 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 451 S. BETHLEHEM PIKE · FORT WASHINGTON, PA 19034 | Consulting | $7,500 |
WHARTON HILL ADVISORS3 years Service code 27 · EIN 59-3331424 451 S. BETHLEHEM PIKE · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $7,500 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 610 W. GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Accounting | $6,000 |
Service code 64 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Recordkeeping Fees | $1,425 |
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 | $121,519 | $51,620+135.4% | $90,281+34.6% | $65,185+86.4% |
| Participation rate | 97.5% | 68.6%+28.9pp | 73.3%+24.2pp | 70.2%+27.3pp |
| Annual return | 22.18% | 24.94%-2.8pp | 78.10%-55.9pp | 29.38%-7.2pp |
| Employer contribution / active EE | $12,605 | $2,235+464.1% | $2,854+341.6% | $2,177+479.1% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $143 | $384-62.8% | $5,351-97.3% | $847-83.1% |