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 |
|---|---|---|
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $72,404 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,528 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADV FIN NET (FINET) Service code 26 ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 63103 | Advisory (Participants) | $9,725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,410 | $56,095-86.8% | $178,490-95.8% | $90,288-91.8% |
| Participation rate | 99.9% | 65.6%+34.4pp | 81.9%+18.0pp | 73.4%+26.6pp |
| Annual return | 12.85% | 28.81%-16.0pp | 151.07%-138.2pp | 53.97%-41.1pp |
| Employer contribution / active EE | $1,639 | $1,572+4.2% | $5,011-67.3% | $2,524-35.1% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $58 | $101-42.1% | $13,984-99.6% | $114-48.9% |