Filed April 16, 2018
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,800 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $14,095 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,367 |
Filed as: KEATING AND ASSOCIATES, INC Service code 15 1011 POYNTZ AVENUE · MANHATTAN, KS 665027710 | Recordkeeping | $1,240 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $98 |
Filed as: LOCKTON FINANCIAL ADVISORS, LL Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $0 |
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 | $64,444 | $75,183-14.3% | $123,892-48.0% | $55,167+16.8% |
| Participation rate | 97.2% | 72.8%+24.4pp | 81.4%+15.8pp | 69.0%+28.2pp |
| Annual return | 8.98% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $5,063 | $2,823+79.3% | $4,617+9.7% | $1,963+158.0% |
| Participant deferral / active EE | $4,604 | $5,084-9.4% | $5,984-23.1% | $3,054+50.8% |
| Admin fee / account holder | $185 | $663-72.1% | $8,357-97.8% | $504-63.3% |