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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $90,459 |
CLS INVESTMENTS3 years Service code 26 · EIN 13-4109249 | Advisory (Participants) | $67,196 |
PARADIGM BENEFITS LLC4+ years Service code 15 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Recordkeeping | $38,789 |
L M KOHN & COMPANY1 year Filed as: L.M.KOHN & COMPANY Service code 26 · EIN 31-1311805 | Advisory (Participants) | $20,120 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,124 | $65,223-44.6% | $80,019-54.9% | $55,725-35.2% |
| Participation rate | 90.5% | 80.6%+9.9pp | 75.8%+14.7pp | 70.9%+19.6pp |
| Annual return | -7.54% | 7.59%-15.1pp | 11.22%-18.8pp | 244.93%-252.5pp |
| Employer contribution / active EE | $715 | $2,544-71.9% | $2,468-71.0% | $2,078-65.6% |
| Participant deferral / active EE | $3,690 | $3,881-4.9% | $3,686+0.1% | $3,356+10.0% |
| Admin fee / account holder | $252 | $114+121.0% | $6,521-96.1% | $115+119.2% |