Filed April 11, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN STATE BANK Service code 22 · EIN 42-0318300 525 N MAIN AVE · SIOUX CENTER, IA 51250 | Insurance Broker | $47,582 |
NATIONWIDE1 year Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,633 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 14 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Plan Administrator | $9,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,115 | $88,634+49.1% | $101,326+30.4% | $74,304+77.8% |
| Participation rate | 90.2% | 76.9%+13.4pp | 81.5%+8.7pp | 60.3%+29.9pp |
| Annual return | 14.60% | 33.10%-18.5pp | 36.82%-22.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $4,798 | $2,930+63.7% | $3,665+30.9% | $2,241+114.1% |
| Participant deferral / active EE | $4,475 | $7,322-38.9% | $7,994-44.0% | $3,767+18.8% |
| Admin fee / account holder | $407 | $2,425-83.2% | $11,185-96.4% | $2,969-86.3% |