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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $210,773 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 22 800 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Insurance Broker | $46,366 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 | Other Services | $28,988 |
FIDUCIARY WISE, LLC2 years Service code 22 2487 S GILBERT · GILBERT, AZ 85295 | Insurance Broker | $20,744 |
LATITUDE SERVICE COMPANY INC5 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $3,240 |
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 | $176,935 | $47,126+275.5% | $149,673+18.2% | $74,419+137.8% |
| Participation rate | 84.3% | 63.4%+20.9pp | 78.8%+5.5pp | 70.7%+13.5pp |
| Annual return | 18.71% | 22.75%-4.0pp | 134.42%-115.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,445 | $1,905+28.3% | $4,818-49.2% | $2,637-7.3% |
| Participant deferral / active EE | $15,615 | $2,728+472.4% | $5,680+174.9% | $4,528+244.9% |
| Admin fee / account holder | $777 | $343+126.6% | $13,210-94.1% | $348+123.3% |