Filed February 1, 2014 (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 |
|---|---|---|
Filed as: CLARKE LANZEN SKALLA INVESTMENT Service code 26 · EIN 13-4109249 | Advisory (Participants) | $52,235 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,953 |
PARADIGM BENEFITS LLC1+ years Service code 15 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Recordkeeping | $25,884 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,854 | $62,324-56.9% | $68,509-60.8% | $55,191-51.3% |
| Participation rate | 87.9% | 78.9%+9.0pp | 74.7%+13.1pp | 69.2%+18.7pp |
| Annual return | -2.77% | 4.26%-7.0pp | 8.27%-11.0pp | 10.78%-13.5pp |
| Employer contribution / active EE | $622 | $2,223-72.0% | $2,278-72.7% | $1,899-67.2% |
| Participant deferral / active EE | $3,324 | $3,425-3.0% | $3,382-1.7% | $3,046+9.1% |
| Admin fee / account holder | $139 | $91+52.0% | $5,275-97.4% | $91+53.0% |