Filed August 31, 2016
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 |
|---|---|---|
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $21,952 |
ASCENSUS LLC2+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $21,326 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION ADVISORS, LTD Service code 14 · EIN 35-2015845 | Plan Administrator | $4,470 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 27 ATTN ANNUITY COMMISSIONS · ST CLOUD, MN 56301 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,381 | $36,916-34.0% | $156,549-84.4% | $57,658-57.7% |
| Participation rate | 37.4% | 63.4%-26.0pp | 84.0%-46.6pp | 70.2%-32.8pp |
| Annual return | 6.03% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $369 | $1,571-76.5% | $5,501-93.3% | $1,974-81.3% |
| Participant deferral / active EE | $648 | $1,926-66.3% | $4,871-86.7% | $3,061-78.8% |
| Admin fee / account holder | $192 | $82+132.5% | $13,027-98.5% | $95+102.8% |