Filed June 26, 2013 (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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,150 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 28 7780 CAMBRIDGE MANOR PL · FORT MYERS, FL 33907 | Investment Management | $16,825 |
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINANCIAL SVCS., INC Service code 13 3700 CRESTWOOD PKWY · DULUTH, GA 300967157 | Contract Administrator | $10,293 |
Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $5,144 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $12,929 | $37,117-65.2% | $147,614-91.2% | $55,191-76.6% |
| Participation rate | 85.9% | 63.6%+22.3pp | 84.6%+1.3pp | 69.2%+16.7pp |
| Annual return | -2.07% | 3.44%-5.5pp | 61.98%-64.1pp | 10.78%-12.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $70 | $86-18.7% | $11,611-99.4% | $91-23.4% |