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, LLP2+ years Filed as: PLANTECH LLP Service code 14 · EIN 72-1386027 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Plan Administrator | $30,183 |
ASSET MANAGEMENT SERVICES, INC.2+ years Filed as: ASSET MANAGEMENT SERVICES LLP Service code 28 · EIN 72-1386028 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Investment Management | $21,730 |
NATIONWIDE2+ years Service code 15 · EIN 63-0813240 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,768 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,884 | $36,916-48.8% | $156,549-87.9% | $57,658-67.2% |
| Participation rate | 79.6% | 63.4%+16.2pp | 84.0%-4.4pp | 70.2%+9.4pp |
| Annual return | 8.02% | 12.38%-4.4pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $652 | $1,571-58.5% | $5,501-88.2% | $1,974-67.0% |
| Participant deferral / active EE | $1,297 | $1,926-32.7% | $4,871-73.4% | $3,061-57.6% |
| Admin fee / account holder | $68 | $82-17.2% | $13,027-99.5% | $95-27.8% |