Filed August 1, 2018
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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $68,623 |
MGO INVESTMENT ADVISORS6 years Filed as: MGO INVESTMENT ADVISORY INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $27,405 |
MGO INVESTMENT ADVISORS6 years Filed as: MGO INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $8,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,875 | $42,894+151.5% | $60,874+77.2% | $68,494+57.5% |
| Participation rate | 94.0% | 66.8%+27.2pp | 73.1%+20.9pp | 67.9%+26.1pp |
| Annual return | -15.10% | -13.98%-1.1pp | 16.90%-32.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,794 | $1,978-9.3% | $2,701-33.6% | $2,596-30.9% |
| Participant deferral / active EE | $5,778 | $2,867+101.5% | $3,817+51.4% | $4,027+43.5% |
| Admin fee / account holder | $625 | $3,101-79.8% | $3,224-80.6% | $5,403-88.4% |