Filed March 28, 2012
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $93,687 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $54,242 |
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $36,760 |
THE BENEFIT ADVANTAGE, INC.2+ years Filed as: THE BENEFIT ADVANTAGE Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $20,803 |
Filed as: IRON FIDUCIARY Service code 13 · EIN 99-9552241 | Contract Administrator | $7,889 |
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Contract Administrator | $1,578 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,820 | $73,360-14.4% | $177,989-64.7% | $74,495-15.7% |
| Participation rate | 83.2% | 66.6%+16.6pp | 77.1%+6.1pp | 67.2%+16.0pp |
| Annual return | 11.53% | 17.49%-6.0pp | 294.48%-283.0pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $3,508 | $2,216+58.3% | $3,949-11.1% | $2,623+33.8% |
| Participant deferral / active EE | $7,256 | $4,513+60.8% | $6,276+15.6% | $4,346+67.0% |
| Admin fee / account holder | $295 | $1,808-83.7% | $10,363-97.2% | $1,942-84.8% |