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 |
|---|---|---|
NILES LANKFORD GROUP, INC.2+ years Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $37,661 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,548 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,434 | $37,213-88.1% | $156,549-97.2% | $63,975-93.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 7.65% | 47.89%-40.2pp | 32.23%-24.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $1,200 | $1,357-11.6% | $5,501-78.2% | $2,182-45.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $49 | $56-13.3% | $13,027-99.6% | $70-30.7% |