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 LLP8+ years Service code 26 · EIN 98-1081142 2388 SMITH ROAD · SMITHFIELD, NC 27577 | Advisory (Participants) | $103,949 |
NATIONWIDE8+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Custodial (other ... | $103,725 |
ALLIANCE BENEFIT GROUP8+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 770405325 | Contract Administrator | $27,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,575 | $60,989+263.3% | $60,874+264.0% | $66,914+231.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -19.39% | -9.60%-9.8pp | 16.90%-36.3pp | 1.58%-21.0pp |
| Employer contribution / active EE | $11,288 | $2,661+324.3% | $2,701+317.8% | $2,544+343.7% |
| Participant deferral / active EE | $12,190 | $3,615+237.2% | $3,817+219.4% | $4,237+187.7% |
| Admin fee / account holder | $460 | $338+36.0% | $3,224-85.7% | $593-22.4% |