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 |
|---|---|---|
NATIONWIDE6+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $62,732 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Participants) | $23,997 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 146232928 | Recordkeeping | $23,882 |
BONADIO & CO., LLP1 year Filed as: BONADIO & COMPANY Service code 64 · EIN 16-1131146 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Recordkeeping Fees | $10,250 |
Filed as: HARTER SECREST AND EMERY LLP Service code 29 · EIN 37-7802020 1600 BAUSH AND LOMB PLACE · ROCHETER, NY 14604 | Legal | $1,684 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,631 | $47,126-83.8% | $149,673-94.9% | $74,419-89.7% |
| Participation rate | 74.1% | 63.4%+10.7pp | 78.8%-4.7pp | 70.7%+3.4pp |
| Annual return | 19.42% | 22.75%-3.3pp | 134.42%-115.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $821 | $1,905-56.9% | $4,818-83.0% | $2,637-68.9% |
| Participant deferral / active EE | $767 | $2,728-71.9% | $5,680-86.5% | $4,528-83.1% |
| Admin fee / account holder | $90 | $343-73.8% | $13,210-99.3% | $348-74.2% |