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.6+ years Filed as: ASSET MANAGEMENT SERVICES LLP Service code 28 · EIN 72-1386028 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Investment Management | $28,543 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 14 · EIN 39-1816008 | Plan Administrator | $21,408 |
NATIONWIDE6+ years Service code 15 · EIN 63-0813240 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,464 |
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 | $27,132 | $52,293-48.1% | $178,490-84.8% | $73,409-63.0% |
| Participation rate | 84.0% | 65.3%+18.7pp | 81.9%+2.1pp | 72.2%+11.8pp |
| Annual return | 12.07% | 34.75%-22.7pp | 151.07%-139.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $873 | $1,735-49.7% | $5,011-82.6% | $2,234-60.9% |
| Participant deferral / active EE | $1,748 | $2,332-25.1% | $5,202-66.4% | $3,805-54.1% |
| Admin fee / account holder | $69 | $127-45.8% | $13,984-99.5% | $158-56.3% |