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 LLP7+ years Service code 26 · EIN 98-1081142 2388 SMITH ROAD · SMITHFIELD, NC 27577 | Advisory (Participants) | $119,307 |
NATIONWIDE7+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Re... | $114,484 |
ALLIANCE BENEFIT GROUP7+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 770405325 | Contract Administrator | $30,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,709 | $74,706+281.1% | $75,696+276.1% | $79,386+258.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 18.15% | 18.52%-0.4pp | 104.53%-86.4pp | 116.85%-98.7pp |
| Employer contribution / active EE | $12,852 | $2,590+396.2% | $2,743+368.6% | $2,427+429.4% |
| Participant deferral / active EE | $13,001 | $3,533+268.0% | $3,821+240.2% | $4,046+221.4% |
| Admin fee / account holder | $548 | $374+46.2% | $3,619-84.9% | $626-12.6% |