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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $218,158 |
NILES LANKFORD GROUP, INC.2+ years Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $106,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $29,815 | $37,213-19.9% | $156,549-81.0% | $63,975-53.4% |
| Participation rate | 61.3% | 65.0%-3.7pp | 84.0%-22.7pp | 71.1%-9.8pp |
| Annual return | 6.95% | 47.89%-40.9pp | 32.23%-25.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $96 | $1,357-92.9% | $5,501-98.2% | $2,182-95.6% |
| Participant deferral / active EE | $1,744 | $2,070-15.7% | $4,871-64.2% | $3,356-48.0% |
| Admin fee / account holder | $170 | $56+201.6% | $13,027-98.7% | $70+141.1% |