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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,611 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 22 4707 EXECUTIVE · SAN DIEGO, CA 92121 | Insurance Broker | $10,959 |
PENTEGRA SERVICES, INC.4 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Plan Administrator | $6,386 |
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 | $35,482 | $91,190-61.1% | $178,490-80.1% | $79,858-55.6% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 18.03% | 24.19%-6.2pp | 151.07%-133.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,117 | $3,256-35.0% | $5,011-57.7% | $2,471-14.3% |
| Participant deferral / active EE | $2,713 | $3,236-16.2% | $5,202-47.8% | $3,740-27.4% |
| Admin fee / account holder | $64 | $6,751-99.1% | $13,984-99.5% | $5,306-98.8% |