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 |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $39,544 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 27 | Advisory (Plan) | $22,658 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSION ADVISORS, LTD Service code 14 · EIN 35-2015845 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Plan Administrator | $8,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,617 | $46,173-44.5% | $170,442-85.0% | $69,631-63.2% |
| Participation rate | 36.9% | 63.9%-27.0pp | 83.6%-46.7pp | 70.7%-33.8pp |
| Annual return | 14.65% | 21.62%-7.0pp | 205.93%-191.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $384 | $1,610-76.2% | $5,433-92.9% | $2,032-81.1% |
| Participant deferral / active EE | $669 | $2,080-67.8% | $4,939-86.5% | $3,224-79.2% |
| Admin fee / account holder | $192 | $116+65.9% | $13,880-98.6% | $110+74.2% |