Filed July 17, 2013
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 8-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 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $38,537 |
MENGEL, METZGER, BARR & CO. LLP1+ years Filed as: MENGEL METGER BARR & CO. LLP Service code 10 · EIN 16-1092347 | Accounting | $16,900 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 26 · EIN 42-6755710 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Participants) | $13,305 |
Filed as: RIMKUS, MARCIANO & ASSOC., INC. Service code 15 · EIN 22-2725182 3136 WINTON RD S · ROCHEESTER, NY 14623 | Recordkeeping | $9,202 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $921 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,498 | $37,196-74.5% | $154,107-93.8% | $55,725-83.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -4.78% | 1319.68%-1324.5pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $621 | $1,614-61.5% | $5,298-88.3% | $2,078-70.1% |
| Participant deferral / active EE | $677 | $2,068-67.3% | $5,081-86.7% | $3,356-79.8% |
| Admin fee / account holder | $51 | $102-49.7% | $13,411-99.6% | $115-55.6% |