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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |