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 LLP6+ years Service code 26 · EIN 98-1081142 2388 SMITH ROAD · SMITHFIELD, NC 27577 | Advisory (Participants) | $89,631 |
NATIONWIDE6+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Re... | $84,235 |
ALLIANCE BENEFIT GROUP6+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 770405325 | Contract Administrator | $22,736 |
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 | $246,319 | $65,322+277.1% | $70,449+249.6% | $73,488+235.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 15.58% | 15.71%-0.1pp | 109.03%-93.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $11,003 | $2,460+347.3% | $2,737+302.1% | $2,270+384.7% |
| Participant deferral / active EE | $10,614 | $3,375+214.5% | $3,709+186.2% | $3,740+183.8% |
| Admin fee / account holder | $419 | $214+95.6% | $3,845-89.1% | $513-18.4% |