Filed May 3, 2019
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 | $78,302 |
SENTINEL PENSION LLC1+ years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $36,012 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $19,459 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,592 | $50,498-69.1% | $75,781-79.4% | $55,191-71.7% |
| Participation rate | 75.2% | 69.4%+5.8pp | 75.8%-0.6pp | 69.2%+6.0pp |
| Annual return | -2.39% | 1.80%-4.2pp | 9.68%-12.1pp | 10.78%-13.2pp |
| Employer contribution / active EE | $1,360 | $2,291-40.6% | $3,323-59.1% | $1,899-28.4% |
| Participant deferral / active EE | $2,960 | $2,589+14.3% | $3,651-18.9% | $3,046-2.8% |
| Admin fee / account holder | $148 | $123+20.0% | $5,299-97.2% | $91+62.7% |