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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $84,554 |
CLS INVESTMENTS2 years Service code 26 · EIN 13-4109249 | Advisory (Participants) | $57,568 |
PARADIGM BENEFITS LLC3+ years Service code 15 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Recordkeeping | $27,814 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,877 | $75,284-51.0% | $91,001-59.5% | $69,631-47.0% |
| Participation rate | 91.8% | 80.4%+11.4pp | 75.6%+16.2pp | 70.7%+21.1pp |
| Annual return | 16.53% | 48.40%-31.9pp | 4.60%+11.9pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $708 | $2,473-71.4% | $2,456-71.2% | $2,032-65.2% |
| Participant deferral / active EE | $3,702 | $3,700+0.1% | $3,547+4.4% | $3,224+14.9% |
| Admin fee / account holder | $196 | $111+77.1% | $5,417-96.4% | $110+77.3% |