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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $137,271 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NET(FINET) Service code 22 ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 63103 | Insurance Broker | $30,188 |
Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $22,733 |
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 | $132,777 | $62,928+111.0% | $172,739-23.1% | $67,579+96.5% |
| Participation rate | 88.3% | 64.5%+23.8pp | 82.6%+5.6pp | 71.3%+17.0pp |
| Annual return | 23.26% | 30.36%-7.1pp | 802.84%-779.6pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,364 | $1,636+44.5% | $5,143-54.0% | $2,148+10.1% |
| Participant deferral / active EE | $14,557 | $2,145+578.7% | $5,198+180.1% | $3,539+311.3% |
| Admin fee / account holder | $545 | $167+227.2% | $13,954-96.1% | $142+283.1% |