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 |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-4156830 | Recordkeeping | $80,354 |
Filed as: AUSDAL FINANCIAL PARTNERS, INC. Service code 27 5187 UTICA RIDGE RD · DAVENPORT, IA 528073863 | Advisory (Plan) | $35,888 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,318 | $88,890-43.4% | $102,423-50.9% | $77,643-35.2% |
| Participation rate | 75.2% | 80.9%-5.7pp | 76.5%-1.3pp | 70.6%+4.6pp |
| Annual return | 13.14% | 24.98%-11.8pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,781 | $2,698-34.0% | $3,023-41.1% | $2,726-34.6% |
| Participant deferral / active EE | $5,090 | $5,145-1.1% | $5,053+0.7% | $4,647+9.5% |
| Admin fee / account holder | $130 | $235-44.8% | $9,451-98.6% | $430-69.8% |