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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $150,851 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NET(FINET) Service code 22 ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 63103 | Insurance Broker | $32,661 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $24,191 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,415 | $52,293+187.6% | $178,490-15.7% | $73,409+104.9% |
| Participation rate | 89.5% | 65.3%+24.2pp | 81.9%+7.6pp | 72.2%+17.4pp |
| Annual return | 16.50% | 34.75%-18.2pp | 151.07%-134.6pp | 59.29%-42.8pp |
| Employer contribution / active EE | $3,897 | $1,735+124.6% | $5,011-22.2% | $2,234+74.5% |
| Participant deferral / active EE | $14,173 | $2,332+507.7% | $5,202+172.5% | $3,805+272.4% |
| Admin fee / account holder | $561 | $127+340.6% | $13,984-96.0% | $158+255.4% |