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 |
|---|---|---|
TRUSTMONT ADVISORY GROUP1 year Filed as: TRUSTMONT FINANCIAL GROUP, INC Service code 22 200 BRUSH RUN RD SUITE A · GREENSBURG, OH 15601 | Insurance Broker | $148,285 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $75,326 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 22 800 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Insurance Broker | $54,935 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 | Other Services | $39,962 |
FIDUCIARY WISE, LLC3 years Service code 14 2487 S GILBERT · GILBERT, AZ 85295 | Plan Administrator | $24,912 |
LATITUDE SERVICE COMPANY INC6 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 | Other Services | $13,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,634 | $50,815+275.2% | $155,509+22.6% | $77,643+145.5% |
| Participation rate | 82.1% | 63.1%+19.0pp | 78.2%+3.9pp | 70.6%+11.5pp |
| Annual return | 14.70% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,068 | $1,993-46.4% | $4,672-77.1% | $2,726-60.8% |
| Participant deferral / active EE | $15,007 | $2,822+431.8% | $5,626+166.7% | $4,647+222.9% |
| Admin fee / account holder | $251 | $437-42.6% | $15,912-98.4% | $430-41.8% |