Filed September 12, 2006
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 15 · EIN 31-4156830 | Recordkeeping | $64,872 |
Filed as: AUSDAL FINANCIAL PARTNERS, INC. Service code 27 5187 UTICA RIDGE RD · DAVENPORT, IA 528073863 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,536 | $65,376+14.0% | $87,100-14.4% | $65,185+14.3% |
| Participation rate | 58.4% | 75.3%-16.9pp | 76.9%-18.4pp | 70.2%-11.8pp |
| Annual return | 21.72% | 31.27%-9.6pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,405 | $1,822-22.9% | $2,521-44.3% | $2,177-35.5% |
| Participant deferral / active EE | $4,202 | $3,388+24.0% | $4,049+3.8% | $3,514+19.6% |
| Admin fee / account holder | $575 | $520+10.7% | $7,497-92.3% | $847-32.1% |