Filed March 6, 2009
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 3-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 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,607 |
PARK AVENUE SECURITIES LLC3+ years Filed as: PARK AVENUE SECURITIES Service code 28 | Investment Management | $10,034 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 16 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Consulting | $2,753 |
PARK AVENUE SECURITIES LLC3+ years Filed as: PARK AVENUE SERCURITIES LLC Service code 28 · EIN 13-4023176 7 HANOVER SQUARE - H4D · NEW YORK, NY 10004 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,597 | $43,113-80.1% | $82,719-89.6% | $77,904-89.0% |
| Participation rate | 3.5% | 63.8%-60.4pp | 72.6%-69.1pp | 73.7%-70.2pp |
| Annual return | -16.62% | 2.60%-19.2pp | 701.18%-717.8pp | 12.21%-28.8pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $10 | $3,057-99.7% | $4,395-99.8% | $4,806-99.8% |
| Admin fee / account holder | $131 | $102+28.1% | $5,329-97.5% | $133-1.2% |