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 |
|---|---|---|
NATIONWIDE3+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $51,275 |
Filed as: COMMONWEALTH FINANCIAL Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $19,077 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $13,729 |
Filed as: MENGEL METZGER BARR & CO, LLP Service code 64 · EIN 16-1092347 | Recordkeeping Fees | $10,250 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 64 · EIN 13-5570651 | Recordkeeping Fees | $798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $10,493 | $52,293-79.9% | $178,490-94.1% | $73,409-85.7% |
| Participation rate | 70.1% | 65.3%+4.7pp | 81.9%-11.8pp | 72.2%-2.1pp |
| Annual return | 9.86% | 34.75%-24.9pp | 151.07%-141.2pp | 59.29%-49.4pp |
| Employer contribution / active EE | $691 | $1,735-60.2% | $5,011-86.2% | $2,234-69.0% |
| Participant deferral / active EE | $738 | $2,332-68.3% | $5,202-85.8% | $3,805-80.6% |
| Admin fee / account holder | $59 | $127-53.4% | $13,984-99.6% | $158-62.4% |