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 |
|---|---|---|
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% |