Filed February 11, 2011
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 |
|---|---|---|
NATIONWIDE2 years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $25,644 |
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA Service code 10 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Accounting | $8,365 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE · SAN DIEGO, CA 92121 | Other Commissions | $5,379 |
Filed as: IRON CO FID INDEX COMPREHENSIVE Service code 55 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60602 | Other Commissions | $2,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,472 | $55,453-41.4% | $170,442-80.9% | $62,292-47.9% |
| Participation rate | 18.3% | 66.4%-48.0pp | 83.6%-65.3pp | 69.5%-51.2pp |
| Annual return | 14.67% | 21.38%-6.7pp | 205.93%-191.3pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,195 | $2,164-44.8% | $5,433-78.0% | $2,042-41.5% |
| Participant deferral / active EE | $1,544 | $2,303-33.0% | $4,939-68.7% | $3,169-51.3% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |