Filed April 19, 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 |
|---|---|---|
NATIONWIDE4 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $55,771 |
NATIONWIDE4 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 27 115 W. CENTURY RD., STE. 360 · PARAMUS, NJ 07652 | Advisory (Plan) | $0 |
NPA ASSET MANAGEMENT3 years Filed as: NPA INSURANCE AGENCY Service code 22 115 W. CENTURY RD., STE. 360 · PARAMUS, NJ 07652 | Insurance Broker | $0 |
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 | $64,653 | $89,355-27.6% | $141,162-54.2% | $72,985-11.4% |
| Participation rate | 86.7% | 75.1%+11.6pp | 82.5%+4.3pp | 69.5%+17.2pp |
| Annual return | 19.02% | 111.85%-92.8pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $686 | $3,114-78.0% | $4,735-85.5% | $2,440-71.9% |
| Participant deferral / active EE | $4,216 | $5,418-22.2% | $6,709-37.2% | $3,607+16.9% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |