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, LLP4+ years Filed as: PLANTECH LLP Service code 14 · EIN 72-1386027 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Plan Administrator | $32,729 |
ASSET MANAGEMENT SERVICES, INC.4+ years Filed as: ASSET MANAGEMENT SERVICES LLP Service code 28 · EIN 72-1386028 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Investment Management | $26,844 |
NATIONWIDE4+ years Service code 15 · EIN 63-0813240 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,747 |
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).
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 | $20,840 | $37,196-44.0% | $154,107-86.5% | $55,725-62.6% |
| Participation rate | 75.5% | 64.1%+11.4pp | 83.0%-7.6pp | 70.9%+4.6pp |
| Annual return | -7.40% | 1319.68%-1327.1pp | 735.12%-742.5pp | 244.93%-252.3pp |
| Employer contribution / active EE | $721 | $1,614-55.3% | $5,298-86.4% | $2,078-65.3% |
| Participant deferral / active EE | $1,521 | $2,068-26.5% | $5,081-70.1% | $3,356-54.7% |
| Admin fee / account holder | $86 | $102-14.9% | $13,411-99.4% | $115-24.9% |