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 |
|---|---|---|
Filed as: PENSION FINANCIAL SERVICES Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 300967157 | Contract Administrator | $53,696 |
NATIONWIDE10+ years Filed as: NATIONWIDE SECURITIES LLC - IA Service code 15 10 W NATIONWIDE BLVID 5-01-103 · COLUMBUS, OH 432154329 | Recordkeeping | $14,978 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-FO FID Service code 28 630 DUNDEE RD. STE 200 · NORTHBROOK, IL 60062 | Investment Management | $12,921 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,730 | $48,669-26.6% | $93,654-61.8% | $199,768-82.1% |
| Participation rate | 89.7% | 63.7%+26.1pp | 68.7%+21.0pp | 72.0%+17.7pp |
| Annual return | 11.32% | 15.38%-4.1pp | 133.34%-122.0pp | 34.26%-22.9pp |
| Employer contribution / active EE | $853 | $1,137-25.0% | $2,421-64.7% | $3,037-71.9% |
| Participant deferral / active EE | $4,923 | $2,823+74.4% | $4,413+11.6% | $5,090-3.3% |
| Admin fee / account holder | $50 | $195-74.5% | $8,282-99.4% | $269-81.5% |