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 |
|---|---|---|
ASSET MANAGEMENT SERVICES, INC.3+ years Filed as: ASSET MANAGEMENT SERVICES LLP Service code 28 · EIN 72-1386028 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Investment Management | $25,365 |
PLANTECH, LLP3+ years Filed as: PLANTECH LLP Service code 14 · EIN 72-1386027 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Plan Administrator | $23,399 |
NATIONWIDE3+ years Service code 15 · EIN 63-0813240 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,400 |
Filed as: PEARCE, BEVIL, LEESBURG, MOORE, PC Service code 10 110 OFFICE PARK DRIVE, SUITE 100 · BIRMINGHAM, AL 352232402 | Accounting | $8,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,164 | $46,173-54.2% | $170,442-87.6% | $69,631-69.6% |
| Participation rate | 74.9% | 63.9%+11.0pp | 83.6%-8.7pp | 70.7%+4.2pp |
| Annual return | 13.89% | 21.62%-7.7pp | 205.93%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $677 | $1,610-57.9% | $5,433-87.5% | $2,032-66.7% |
| Participant deferral / active EE | $1,384 | $2,080-33.5% | $4,939-72.0% | $3,224-57.1% |
| Admin fee / account holder | $76 | $116-34.2% | $13,880-99.5% | $110-30.9% |