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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $192,382 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 22 800 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Insurance Broker | $40,138 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 | Other Services | $27,127 |
FIDUCIARY WISE, LLC1 year Service code 22 2487 S GILBERT · GILBERT, AZ 85295 | Insurance Broker | $14,947 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $3,300 |
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 | $148,938 | $46,292+221.7% | $143,757+3.6% | $64,808+129.8% |
| Participation rate | 88.5% | 64.2%+24.3pp | 80.3%+8.2pp | 71.5%+17.0pp |
| Annual return | -16.01% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,535 | $1,910+32.7% | $4,951-48.8% | $2,506+1.2% |
| Participant deferral / active EE | $15,465 | $2,646+484.5% | $5,637+174.3% | $4,310+258.8% |
| Admin fee / account holder | $714 | $154+364.6% | $14,673-95.1% | $188+280.4% |