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 |
|---|---|---|
NATIONWIDE7 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $69,544 |
INVESTMENT PLANNERS INC3 years Filed as: INVESTMENT PLANNERS, INC. Service code 27 PO BOX 170 · DECATUR, IL 625250170 | Advisory (Plan) | $0 |
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 | $54,874 | $84,487-35.1% | $125,339-56.2% | $66,914-18.0% |
| Participation rate | 90.6% | 76.4%+14.2pp | 82.4%+8.2pp | 69.8%+20.8pp |
| Annual return | -14.53% | -8.39%-6.1pp | 572.05%-586.6pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,103 | $3,553-69.0% | $4,814-77.1% | $2,544-56.7% |
| Participant deferral / active EE | $4,829 | $6,781-28.8% | $7,446-35.1% | $4,237+14.0% |
| Admin fee / account holder | $54 | $685-92.1% | $10,010-99.5% | $593-90.9% |