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 |
|---|---|---|
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $60,480 |
INVESTMENT PLANNERS INC1 year Filed as: INVESTMENT PLANNERS, INC. Service code 27 PO BOX 170 · DECATUR, IL 625250170 | Advisory (Plan) | $0 |
NATIONWIDE5 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 27 115 W. CENTURY RD., STE. 360 · PARAMUS, NJ 07652 | Advisory (Plan) | $0 |
NPA ASSET MANAGEMENT4 years Filed as: NPA INSURANCE AGENCY Service code 22 115 W. CENTURY RD., STE. 360 · PARAMUS, NJ 07652 | Insurance Broker | $0 |
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).
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 | $61,384 | $99,957-38.6% | $149,696-59.0% | $73,488-16.5% |
| Participation rate | 91.3% | 75.7%+15.6pp | 82.5%+8.8pp | 70.7%+20.6pp |
| Annual return | 12.62% | 53.87%-41.2pp | 276.60%-264.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $805 | $3,191-74.8% | $4,644-82.7% | $2,270-64.6% |
| Participant deferral / active EE | $4,292 | $6,073-29.3% | $6,842-37.3% | $3,740+14.8% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |