Filed November 5, 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 |
|---|---|---|
PLANTECH, LLP1+ years Filed as: PLANTECH LLP Service code 14 · EIN 72-1386027 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Plan Administrator | $47,914 |
ASSET MANAGEMENT SERVICES, INC.1+ years Filed as: ASSET MANAGEMENT SERVICES LLP Service code 28 · EIN 72-1386028 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Investment Management | $20,328 |
PEARCE BEVILL LEESBURG MOORE PC1+ years Filed as: PEARCE, BEVILL, LEESBURG, MOORE, PC Service code 10 110 OFFICE PARK DRIVE, SUITE 100 · BIRMINGHAM, AL 352232402 | Accounting | $8,000 |
NATIONWIDE1+ years Service code 15 · EIN 63-0813240 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,685 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,721 | $37,117-65.7% | $147,614-91.4% | $55,191-77.0% |
| Participation rate | 76.5% | 63.6%+12.9pp | 84.6%-8.1pp | 69.2%+7.3pp |
| Annual return | -1.37% | 3.44%-4.8pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $614 | $1,620-62.1% | $5,564-89.0% | $1,899-67.6% |
| Participant deferral / active EE | $1,233 | $1,985-37.9% | $4,895-74.8% | $3,046-59.5% |
| Admin fee / account holder | $72 | $86-15.8% | $11,611-99.4% | $91-20.6% |