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 ADVISORS6 years Service code 16 · EIN 47-1411118 451 S. BETHLEHEM PIKE · FORT WASHINGTON, PA 19034 | Consulting | $15,000 |
NFP RETIREMENT INC4 years Filed as: NFP CORPORATE SERVICES Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $10,000 |
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 | $133,357 | $51,197+160.5% | $82,719+61.2% | $66,914+99.3% |
| Participation rate | 92.1% | 67.8%+24.2pp | 72.6%+19.5pp | 69.8%+22.3pp |
| Annual return | -17.18% | -9.64%-7.5pp | 701.18%-718.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $14,816 | $2,611+467.5% | $3,009+392.4% | $2,544+482.3% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $93 | $416-77.7% | $5,329-98.3% | $593-84.4% |