Filed August 7, 2012 (most recent of 2 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 |
|---|---|---|
THE PFE GROUP2 years Service code 15 · EIN 52-1199550 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Recordkeeping | $46,167 |
NWPS1 year Service code 37 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $31,867 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,966 | $100,801-61.3% | $149,696-74.0% | $73,409-46.9% |
| Participation rate | 85.1% | 77.7%+7.4pp | 82.5%+2.6pp | 72.2%+12.9pp |
| Annual return | 18.43% | 265.34%-246.9pp | 276.60%-258.2pp | 59.29%-40.9pp |
| Employer contribution / active EE | $3,187 | $3,312-3.8% | $4,644-31.4% | $2,234+42.7% |
| Participant deferral / active EE | $3,376 | $6,404-47.3% | $6,842-50.7% | $3,805-11.3% |
| Admin fee / account holder | $195 | $181+7.6% | $9,309-97.9% | $158+23.3% |