Filed June 14, 2006
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 | $8,355 |
LPL FINANCIAL3 years Filed as: WADDELL & REED, INC Service code 26 6300 LAMAR AVE · SHAWNEE MISSION, KS 66201 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $21,880 | $37,196-41.2% | $154,107-85.8% | $55,725-60.7% |
| Participation rate | 30.6% | 64.1%-33.5pp | 83.0%-52.5pp | 70.9%-40.3pp |
| Annual return | -3.40% | 1319.68%-1323.1pp | 735.12%-738.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $229 | $1,614-85.8% | $5,298-95.7% | $2,078-89.0% |
| Participant deferral / active EE | $748 | $2,068-63.8% | $5,081-85.3% | $3,356-77.7% |
| Admin fee / account holder | $93 | $102-8.6% | $13,411-99.3% | $115-19.4% |