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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $72,327 |
INVESTMENT PLANNERS INC2 years Filed as: INVESTMENT PLANNERS, INC. Service code 27 PO BOX 170 · DECATUR, IL 625250170 | Advisory (Plan) | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,639 | $104,475-41.0% | $159,436-61.3% | $79,386-22.4% |
| Participation rate | 91.5% | 76.6%+14.8pp | 82.8%+8.6pp | 70.7%+20.7pp |
| Annual return | 12.21% | 67.95%-55.7pp | 263.57%-251.4pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,101 | $3,417-67.8% | $4,829-77.2% | $2,427-54.7% |
| Participant deferral / active EE | $5,024 | $6,467-22.3% | $7,352-31.7% | $4,046+24.2% |
| Admin fee / account holder | $51 | $711-92.8% | $10,799-99.5% | $626-91.9% |