Filed June 7, 2014
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 9-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 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $12,377 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED INC Service code 71 6300 LAMAR AVENUE · SHAWNEE MISSION, KS 662019217 | Brokerage Fees | $8,326 |
Service code 14 · EIN 90-0451904 6420 SW MACADAM AVE SUITE 390 · PORTLAND, OR 972393564 | Plan Administrator | $4,575 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON CO FID TRADITIONAL Service code 71 · EIN 26-2409128 630 DUNDEE ROAD STE 200 · NORTHBROOK, IL 60062 | Brokerage Fees | $432 |
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 | $6,396 | $37,117-82.8% | $147,614-95.7% | $55,191-88.4% |
| Participation rate | 92.6% | 63.6%+29.0pp | 84.6%+8.0pp | 69.2%+23.4pp |
| Annual return | -2.69% | 3.44%-6.1pp | 61.98%-64.7pp | 10.78%-13.5pp |
| Employer contribution / active EE | $999 | $1,620-38.4% | $5,564-82.1% | $1,899-47.4% |
| Participant deferral / active EE | $626 | $1,985-68.5% | $4,895-87.2% | $3,046-79.5% |
| Admin fee / account holder | $142 | $86+65.4% | $11,611-98.8% | $91+55.9% |