Filed April 2, 2014 (most recent of 4 filings on file)
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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $420,817 |
NILES LANKFORD GROUP, INC.1+ years Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $98,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,514 | $37,039-20.3% | $147,614-80.0% | $59,188-50.1% |
| Participation rate | 60.5% | 63.8%-3.3pp | 84.6%-24.2pp | 69.4%-9.0pp |
| Annual return | -1.60% | 7.19%-8.8pp | 61.98%-63.6pp | 5.51%-7.1pp |
| Employer contribution / active EE | $187 | $1,353-86.2% | $5,564-96.6% | $2,098-91.1% |
| Participant deferral / active EE | $1,757 | $2,094-16.1% | $4,895-64.1% | $3,265-46.2% |
| Admin fee / account holder | $301 | $60+400.1% | $11,611-97.4% | $92+226.5% |