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 INC2 years Filed as: NFP CORPORATE SERVICES Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $18,320 |
WHARTON HILL ADVISORS4 years Service code 16 · EIN 47-1411118 451 S. BETHLEHEM PIKE · FORT WASHINGTON, PA 19034 | Consulting | $15,000 |
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 | $141,143 | $66,124+113.5% | $90,404+56.1% | $73,488+92.1% |
| Participation rate | 91.2% | 69.7%+21.5pp | 72.7%+18.5pp | 70.7%+20.5pp |
| Annual return | 16.37% | 17.65%-1.3pp | 1293.02%-1276.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $11,824 | $2,346+403.9% | $3,262+262.5% | $2,270+420.9% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9 | $396-97.8% | $5,611-99.8% | $513-98.3% |