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 |
|---|---|---|
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% |