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 |
|---|---|---|
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% |