Filed June 16, 2014
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PROSPERA FINANCIAL SERVICES4 years Service code 22 · EIN 75-1832551 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75241 | Insurance Broker | $58,143 |
NATIONWIDE4 years Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $40,087 |
Service code 49 · EIN 13-3180178 207 W 25TH ST FL 9 · NEW YORK, NY 10001 | Other Services | $10,423 |
Service code 22 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY, SUITE 450 · AUSTIN, TX 78730 | Insurance Broker | $2,417 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,767 | $91,762-76.3% | $67,502-67.8% | $77,643-72.0% |
| Participation rate | 95.3% | 75.9%+19.4pp | 72.9%+22.5pp | 70.6%+24.8pp |
| Annual return | 19.80% | 14.87%+4.9pp | 3512.12%-3492.3pp | 31.24%-11.4pp |
| Employer contribution / active EE | $2,046 | $3,181-35.7% | $2,731-25.1% | $2,726-24.9% |
| Participant deferral / active EE | $3,206 | $3,903-17.9% | $4,000-19.8% | $4,647-31.0% |
| Admin fee / account holder | $37 | $176-79.1% | $3,998-99.1% | $430-91.5% |