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 |
|---|---|---|
NATIONWIDE8 years Service code 26 · EIN 31-4156830 | Advisory (Participants) | $50,004 |
PROACCOUNT1 year Service code 15 · EIN 73-0988442 | Recordkeeping | $42,306 |
Filed as: AUSDAL FINANCIAL PARTNERS, INC. Service code 27 5187 UTICA RIDGE RD · DAVENPORT, IA 528073863 | Advisory (Plan) | $0 |
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 | $52,110 | $98,727-47.2% | $113,168-54.0% | $85,563-39.1% |
| Participation rate | 79.2% | 80.8%-1.6pp | 76.6%+2.7pp | 66.0%+13.3pp |
| Annual return | 16.29% | 17.43%-1.1pp | 24.27%-8.0pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,765 | $2,907-39.3% | $2,975-40.7% | $2,654-33.5% |
| Participant deferral / active EE | $5,044 | $5,424-7.0% | $5,107-1.2% | $4,375+15.3% |
| Admin fee / account holder | $129 | $357-63.9% | $12,068-98.9% | $834-84.6% |