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 ADVISORS7 years Service code 16 · EIN 47-1411118 451 S. BETHLEHEM PIKE · FORT WASHINGTON, PA 19034 | Consulting | $15,000 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSEN ALLEN Service code 16 · EIN 41-0746749 610 W. GERMANTOWN PIKE · PLYMOUTH MEETING, PA 194621058 | Consulting | $13,125 |
NFP RETIREMENT INC5 years Filed as: NFP CORPORATE SERVICES Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $11,750 |
RPW SOLUTIONS LLC1 year Service code 28 · EIN 88-1100312 150 N. RIVERSIDE PLAZA · CHICAGO, IL 606061598 | Investment Management | $11,350 |
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 | $140,419 | $58,264+141.0% | $86,612+62.1% | $71,457+96.5% |
| Participation rate | 98.6% | 65.0%+33.6pp | 71.7%+26.9pp | 67.9%+30.7pp |
| Annual return | 17.74% | 21.63%-3.9pp | 591.07%-573.3pp | 28.85%-11.1pp |
| Employer contribution / active EE | $15,160 | $2,574+489.0% | $3,022+401.6% | $2,588+485.9% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $147 | $1,057-86.1% | $5,614-97.4% | $1,587-90.8% |