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 |
|---|---|---|
NATIONWIDE2+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $46,809 |
Filed as: COMMONWEALTH FINANCIAL Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $17,301 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $15,068 |
Filed as: MENGEL METZGER BARR & CO, LLP Service code 64 · EIN 16-1092347 | Recordkeeping Fees | $3,250 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 64 · EIN 13-5570651 | Recordkeeping Fees | $924 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,847 | $62,928-82.8% | $172,739-93.7% | $67,579-83.9% |
| Participation rate | 70.5% | 64.5%+6.0pp | 82.6%-12.1pp | 71.3%-0.8pp |
| Annual return | 14.59% | 30.36%-15.8pp | 802.84%-788.2pp | 378.56%-364.0pp |
| Employer contribution / active EE | $532 | $1,636-67.5% | $5,143-89.7% | $2,148-75.2% |
| Participant deferral / active EE | $817 | $2,145-61.9% | $5,198-84.3% | $3,539-76.9% |
| Admin fee / account holder | $59 | $167-64.6% | $13,954-99.6% | $142-58.6% |