Filed July 27, 2015 (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 |
|---|---|---|
NATIONWIDE1 year Service code 26 · EIN 46-1056754 | Advisory (Participants) | $25,148 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $6,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,995 | $129,021-51.2% | $184,203-65.8% | $77,643-18.9% |
| Participation rate | 98.0% | 87.3%+10.7pp | 86.8%+11.2pp | 70.6%+27.4pp |
| Annual return | 15.65% | 33.27%-17.6pp | 28.81%-13.2pp | 31.24%-15.6pp |
| Employer contribution / active EE | $7,076 | $4,413+60.3% | $6,427+10.1% | $2,726+159.6% |
| Participant deferral / active EE | $5,308 | $7,297-27.3% | $9,131-41.9% | $4,647+14.2% |
| Admin fee / account holder | $379 | $254+49.3% | $13,901-97.3% | $430-12.0% |