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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $211,794 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 22 800 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Insurance Broker | $39,965 |
Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 | Other Services | $28,555 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NET (FINET Service code 22 ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 63103 | Insurance Broker | $5,206 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $2,930 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,183 | $56,485+217.2% | $185,823-3.6% | $86,799+106.4% |
| Participation rate | 90.1% | 65.5%+24.6pp | 81.7%+8.4pp | 72.3%+17.8pp |
| Annual return | 17.26% | 118.04%-100.8pp | 122.05%-104.8pp | 97.91%-80.6pp |
| Employer contribution / active EE | $1,091 | $1,843-40.8% | $5,167-78.9% | $2,405-54.6% |
| Participant deferral / active EE | $15,085 | $2,553+490.9% | $5,568+170.9% | $4,131+265.2% |
| Admin fee / account holder | $772 | $150+416.4% | $16,237-95.2% | $170+355.5% |