Filed February 12, 2012
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 |
|---|---|---|
RELIANCE TRUST COMPANY1 year Service code 27 1100 ABERNATHY RD NE SUITE 400 · ATLANTA, GA 30328 | Advisory (Plan) | $18,181 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,413 |
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 | $41,518 | $55,453-25.1% | $170,442-75.6% | $62,292-33.3% |
| Participation rate | 84.5% | 66.4%+18.1pp | 83.6%+0.9pp | 69.5%+15.0pp |
| Annual return | 17.84% | 21.38%-3.5pp | 205.93%-188.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $3,215 | $2,164+48.6% | $5,433-40.8% | $2,042+57.4% |
| Participant deferral / active EE | $3,112 | $2,303+35.1% | $4,939-37.0% | $3,169-1.8% |
| Admin fee / account holder | $7 | $455-98.6% | $13,880-100.0% | $479-98.6% |