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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $264,074 |
NILES LANKFORD GROUP, INC.3+ years Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $121,973 |
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 | $31,232 | $44,989-30.6% | $170,442-81.7% | $77,958-59.9% |
| Participation rate | 66.2% | 64.6%+1.6pp | 83.6%-17.4pp | 71.6%-5.4pp |
| Annual return | 14.96% | 19.61%-4.7pp | 205.93%-191.0pp | 20.87%-5.9pp |
| Employer contribution / active EE | $7 | $1,466-99.5% | $5,433-99.9% | $2,310-99.7% |
| Participant deferral / active EE | $1,927 | $2,208-12.7% | $4,939-61.0% | $3,537-45.5% |
| Admin fee / account holder | $177 | $69+156.2% | $13,880-98.7% | $97+81.4% |