Filed June 5, 2013
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,759 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $1,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,565 | $46,732-43.2% | $156,549-83.0% | $55,167-51.8% |
| Participation rate | 39.6% | 65.8%-26.2pp | 84.0%-44.5pp | 69.0%-29.4pp |
| Annual return | 7.05% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $628 | $2,105-70.2% | $5,501-88.6% | $1,963-68.0% |
| Participant deferral / active EE | $1,494 | $2,204-32.2% | $4,871-69.3% | $3,054-51.1% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |