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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $266,687 |
NILES LANKFORD GROUP, INC.4+ years Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $109,869 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NET FINET Service code 22 ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 63103 | Insurance Broker | $26,647 |
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 | $27,333 | $45,382-39.8% | $154,107-82.3% | $75,289-63.7% |
| Participation rate | 67.1% | 65.9%+1.3pp | 83.0%-15.9pp | 72.4%-5.3pp |
| Annual return | -4.92% | -0.47%-4.5pp | 735.12%-740.0pp | -0.04%-4.9pp |
| Employer contribution / active EE | $4 | $1,533-99.7% | $5,298-99.9% | $2,405-99.8% |
| Participant deferral / active EE | $2,219 | $2,384-6.9% | $5,081-56.3% | $3,739-40.7% |
| Admin fee / account holder | $177 | $89+98.3% | $13,411-98.7% | $102+73.1% |