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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $81,213 |
CLS INVESTMENTS4 years Service code 26 · EIN 13-4109249 | Advisory (Participants) | $76,776 |
PARADIGM BENEFITS LLC5+ years Service code 15 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Recordkeeping | $52,206 |
L M KOHN & COMPANY2 years Filed as: L.M.KOHN & COMPANY Service code 26 · EIN 31-1311805 | Advisory (Participants) | $43,783 |
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 | $43,681 | $74,347-41.2% | $93,606-53.3% | $67,579-35.4% |
| Participation rate | 91.3% | 80.6%+10.6pp | 75.8%+15.4pp | 71.3%+20.0pp |
| Annual return | 20.84% | 28.07%-7.2pp | 32.76%-11.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,010 | $2,583-60.9% | $2,718-62.9% | $2,148-53.0% |
| Participant deferral / active EE | $3,889 | $4,060-4.2% | $4,069-4.4% | $3,539+9.9% |
| Admin fee / account holder | $294 | $123+139.6% | $7,888-96.3% | $142+106.6% |