Filed April 13, 2007
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 10-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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $176,205 |
NILES LANKFORD GROUP, INC.1+ years Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $17,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,581 | $46,360+78.1% | $147,614-44.1% | $52,331+57.8% |
| Participation rate | 83.1% | 64.9%+18.1pp | 84.6%-1.6pp | 68.1%+15.0pp |
| Annual return | -0.29% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,014 | $2,126-5.3% | $5,564-63.8% | $1,882+7.0% |
| Participant deferral / active EE | $12,241 | $2,258+442.2% | $4,895+150.1% | $3,022+305.0% |
| Admin fee / account holder | $702 | $766-8.3% | $11,611-93.9% | $592+18.7% |