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 |
|---|---|---|
WHARTON HILL ADVISORS5 years Service code 16 · EIN 47-1411118 451 S. BETHLEHEM PIKE · FORT WASHINGTON, PA 19034 | Consulting | $18,750 |
NFP RETIREMENT INC3 years Filed as: NFP CORPORATE SERVICES Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $17,970 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 610 GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Accounting | $7,350 |
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 | $156,654 | $63,745+145.7% | $98,442+59.1% | $79,386+97.3% |
| Participation rate | 96.0% | 69.9%+26.1pp | 73.3%+22.6pp | 70.7%+25.3pp |
| Annual return | 15.65% | 625.80%-610.2pp | 1492.73%-1477.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $14,563 | $2,557+469.6% | $2,960+392.0% | $2,427+499.9% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $516-99.7% | $5,949-100.0% | $626-99.7% |