Filed June 26, 2012 (most recent of 5 filings on file)
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 |
|---|---|---|
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $32,045 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 13 29 SAWYER ROAD · WALTHAM, MA 024533423 | Contract Administrator | $24,783 |
TOUCHSTONE RETIREMENT GROUP, LLC1+ years Service code 15 6500 SHERIDAN DR SUITE 110 · AMHERST, NY 142214845 | Recordkeeping | $11,059 |
CES INS AGENCY INC1+ years Filed as: CES INSURANCE AGENCY Service code 26 | Advisory (Participants) | $1,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,754 | $37,039+23.5% | $147,614-69.0% | $59,188-22.7% |
| Participation rate | 54.7% | 63.8%-9.0pp | 84.6%-29.9pp | 69.4%-14.7pp |
| Annual return | 0.47% | 7.19%-6.7pp | 61.98%-61.5pp | 5.51%-5.0pp |
| Employer contribution / active EE | $459 | $1,353-66.1% | $5,564-91.8% | $2,098-78.1% |
| Participant deferral / active EE | $2,179 | $2,094+4.1% | $4,895-55.5% | $3,265-33.3% |
| Admin fee / account holder | $93 | $60+53.7% | $11,611-99.2% | $92+0.3% |