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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $66,978 |
CLS INVESTMENTS1 year Service code 26 · EIN 13-4109249 | Advisory (Participants) | $50,801 |
PARADIGM BENEFITS LLC2+ years Service code 15 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Recordkeeping | $29,622 |
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 | $30,393 | $74,024-58.9% | $77,999-61.0% | $57,658-47.3% |
| Participation rate | 89.6% | 79.7%+9.9pp | 75.5%+14.1pp | 70.2%+19.4pp |
| Annual return | 9.09% | 12.14%-3.1pp | 425.96%-416.9pp | 5.13%+4.0pp |
| Employer contribution / active EE | $669 | $2,365-71.7% | $2,470-72.9% | $1,974-66.1% |
| Participant deferral / active EE | $3,485 | $3,533-1.4% | $3,497-0.3% | $3,061+13.9% |
| Admin fee / account holder | $172 | $93+84.4% | $5,480-96.9% | $95+81.8% |