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 |
|---|---|---|
NATIONWIDE8 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $81,502 |
INVESTMENT PLANNERS INC4 years Filed as: INVESTMENT PLANNERS, INC. Service code 27 PO BOX 170 · DECATUR, IL 625250170 | Advisory (Plan) | $38,005 |
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 | $61,130 | $91,407-33.1% | $135,903-55.0% | $71,457-14.5% |
| Participation rate | 90.3% | 75.7%+14.7pp | 81.9%+8.4pp | 67.9%+22.4pp |
| Annual return | 15.84% | 29.90%-14.1pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,098 | $3,703-70.3% | $4,856-77.4% | $2,588-57.6% |
| Participant deferral / active EE | $4,727 | $7,092-33.4% | $7,758-39.1% | $4,289+10.2% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |