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 |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $114,854 |
SENTINEL PENSION LLC4+ years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $48,599 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $26,889 |
POSTLETHWAITE & NETTERVILLE3 years Filed as: POSTLETHWAITE & NETTERVILLE APAC Service code 10 8550 UNITED PLAZA BLVD · BATON ROUGE, LA 70809 | Accounting | $12,500 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 26 4211 S 102ND ST · OMAHA, NE 68127 | Advisory (Participants) | $768 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
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 | $21,984 | $56,443-61.1% | $83,848-73.8% | $55,725-60.5% |
| Participation rate | 95.2% | 72.0%+23.2pp | 76.1%+19.1pp | 70.9%+24.4pp |
| Annual return | -5.73% | 393.67%-399.4pp | 850.88%-856.6pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,736 | $2,682+2.0% | $3,631-24.6% | $2,078+31.7% |
| Participant deferral / active EE | $4,225 | $2,965+42.5% | $4,082+3.5% | $3,356+25.9% |
| Admin fee / account holder | $195 | $156+24.9% | $5,478-96.4% | $115+69.5% |