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 |
|---|---|---|
NATIONWIDE9+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Re... | $94,531 |
TANAGER WEALTH MANAGEMENT LLP9+ years Service code 26 · EIN 98-1081142 2388 SMITH ROAD · SMITHFIELD, NC 27577 | Advisory (Participants) | $80,478 |
ALLIANCE BENEFIT GROUP9+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 770405325 | Contract Administrator | $26,039 |
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 | $259,326 | $65,557+295.6% | $64,056+304.8% | $71,457+262.9% |
| Participation rate | 98.4% | 73.2%+25.2pp | 72.3%+26.1pp | 67.9%+30.5pp |
| Annual return | 19.91% | 18.94%+1.0pp | 33.69%-13.8pp | 28.85%-8.9pp |
| Employer contribution / active EE | $11,689 | $2,669+338.0% | $2,747+325.6% | $2,588+351.7% |
| Participant deferral / active EE | $13,012 | $3,626+258.9% | $3,880+235.4% | $4,289+203.4% |
| Admin fee / account holder | $496 | $616-19.6% | $3,068-83.8% | $1,587-68.8% |