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 |
|---|---|---|
NATIONWIDE5+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Re... | $86,148 |
TANAGER WEALTH MANAGEMENT LLP5+ years Service code 26 · EIN 98-1081142 2388 SMITH ROAD · SMITHFIELD, NC 27577 | Advisory (Participants) | $82,176 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALIANCE BENEFIT GROUP Service code 13 | Contract Administrator | $19,937 |
ALLIANCE BENEFIT GROUP5+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 770405325 | Contract Administrator | $2,735 |
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 | $213,760 | $60,795+251.6% | $69,455+207.8% | $65,185+227.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 24.18% | 17.46%+6.7pp | 28.97%-4.8pp | 29.38%-5.2pp |
| Employer contribution / active EE | $10,400 | $2,452+324.1% | $2,779+274.2% | $2,177+377.8% |
| Participant deferral / active EE | $10,209 | $3,162+222.9% | $3,535+188.8% | $3,514+190.5% |
| Admin fee / account holder | $408 | $314+30.1% | $3,839-89.4% | $847-51.8% |