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 |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $98,714 |
SENTINEL PENSION LLC3+ years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $47,294 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $23,680 |
POSTLETHWAITE & NETTERVILLE2 years Filed as: POSTLETHWAITE & NETTERVILLE APAC Service code 10 8550 UNITED PLAZA BLVD · BATON ROUGE, LA 70809 | Accounting | $11,500 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $810 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,557 | $60,545-67.7% | $92,233-78.8% | $69,631-71.9% |
| Participation rate | 92.1% | 72.2%+19.9pp | 76.5%+15.6pp | 70.7%+21.4pp |
| Annual return | 16.48% | 19.71%-3.2pp | 176.28%-159.8pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $736 | $2,633-72.0% | $3,679-80.0% | $2,032-63.8% |
| Participant deferral / active EE | $2,854 | $2,828+0.9% | $3,897-26.8% | $3,224-11.5% |
| Admin fee / account holder | $193 | $145+33.4% | $5,194-96.3% | $110+74.8% |