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 (PA), INC. Service code 14 · EIN 13-4096969 2600 KELLY RD STE 300 · WARRINGTON, PA 189763652 | Plan Administrator | $16,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 ATTN GRP COMPENSATION DEPT 4340 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $15,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 610 W GERMANTOWN PIKE STE 400 · PLYMOUTH MEETING, PA 194621058 | Accounting | $14,700 |
RPW SOLUTIONS LLC2 years Service code 28 · EIN 88-1100312 150 N. RIVERSIDE PLAZA · CHICAGO, IL 606061598 | Investment Management | $12,500 |
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 | $179,514 | $65,908+172.4% | $81,812+119.4% | $77,643+131.2% |
| Participation rate | 80.3% | 65.8%+14.5pp | 72.3%+8.0pp | 70.6%+9.7pp |
| Annual return | 14.94% | 26.64%-11.7pp | 773.79%-758.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $13,000 | $2,370+448.4% | $2,912+346.4% | $2,726+376.9% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $183 | $526-65.2% | $7,386-97.5% | $430-57.4% |