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 LLP4+ years Service code 26 · EIN 98-1081142 2388 SMITH ROAD · SMITHFIELD, NC 27577 | Advisory (Participants) | $71,768 |
NATIONWIDE4+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Custodial (other ... | $69,882 |
ALLIANCE BENEFIT GROUP4+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 770405325 | Contract Administrator | $535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $168,437 | $55,002+206.2% | $59,878+181.3% | $56,287+199.2% |
| Participation rate | 98.3% | 75.9%+22.3pp | 74.7%+23.6pp | 69.9%+28.4pp |
| Annual return | -5.33% | 1.13%-6.5pp | 3.46%-8.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $11,163 | $2,448+356.0% | $2,722+310.2% | $2,111+428.8% |
| Participant deferral / active EE | $10,751 | $3,121+244.5% | $3,402+216.0% | $3,350+221.0% |
| Admin fee / account holder | $358 | $236+51.8% | $3,590-90.0% | $521-31.3% |