Filed October 13, 2008
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 |
|---|---|---|
TANAGER WEALTH MANAGEMENT LLP1+ years Service code 26 · EIN 98-1081142 2388 SMITH ROAD · SMITHFIELD, NC 27577 | Advisory (Participants) | $53,446 |
NATIONWIDE1+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Re... | $4,682 |
ALLIANCE BENEFIT GROUP1+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 770405325 | Contract Administrator | $535 |
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 | $132,352 | $51,769+155.7% | $57,343+130.8% | $52,331+152.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | -0.04% | 2.43%-2.5pp | 24.39%-24.4pp | 4.54%-4.6pp |
| Employer contribution / active EE | $11,284 | $2,335+383.2% | $2,689+319.7% | $1,882+499.7% |
| Participant deferral / active EE | $11,041 | $2,794+295.2% | $3,162+249.1% | $3,022+265.3% |
| Admin fee / account holder | $262 | $295-11.1% | $3,356-92.2% | $592-55.7% |