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 LLP10+ years Service code 26 · EIN 98-1081142 2388 SMITH ROAD · SMITHFIELD, NC 27577 | Advisory (Participants) | $131,179 |
ALLIANCE BENEFIT GROUP10+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 770405325 | Contract Administrator | $33,574 |
NATIONWIDE10+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Custodial (other ... | $4,249 |
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 | $302,708 | $69,763+333.9% | $67,502+348.4% | $74,495+306.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.62% | -40.34%+57.0pp | 3512.12%-3495.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $13,492 | $2,704+399.0% | $2,731+394.0% | $2,623+414.4% |
| Participant deferral / active EE | $14,544 | $3,636+300.0% | $4,000+263.6% | $4,346+234.7% |
| Admin fee / account holder | $610 | $896-31.9% | $3,998-84.7% | $1,942-68.6% |