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 |
|---|---|---|
NATIONWIDE5+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $54,235 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Participants) | $19,340 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 146232928 | Recordkeeping | $17,349 |
Filed as: MENGEL METZGER BARR AND CO Service code 64 · EIN 16-1092347 100 CHESTNUT STREET · ROCHESTER, NY 14604 | Recordkeeping Fees | $12,500 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $348 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,283 | $46,292-84.3% | $143,757-94.9% | $64,808-88.8% |
| Participation rate | 74.5% | 64.2%+10.3pp | 80.3%-5.8pp | 71.5%+3.0pp |
| Annual return | -11.37% | -10.05%-1.3pp | -0.04%-11.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $952 | $1,910-50.1% | $4,951-80.8% | $2,506-62.0% |
| Participant deferral / active EE | $721 | $2,646-72.8% | $5,637-87.2% | $4,310-83.3% |
| Admin fee / account holder | $89 | $154-42.2% | $14,673-99.4% | $188-52.7% |