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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,049 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,490 | $55,453-41.4% | $170,442-80.9% | $62,292-47.8% |
| Participation rate | 40.3% | 66.4%-26.0pp | 83.6%-43.3pp | 69.5%-29.2pp |
| Annual return | 18.27% | 21.38%-3.1pp | 205.93%-187.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $663 | $2,164-69.4% | $5,433-87.8% | $2,042-67.5% |
| Participant deferral / active EE | $1,365 | $2,303-40.7% | $4,939-72.4% | $3,169-56.9% |
| Admin fee / account holder | $182 | $455-60.1% | $13,880-98.7% | $479-62.1% |