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 |
|---|---|---|
INVESTMENT PLANNERS INC5 years Filed as: INVESTMENT PLANNERS, INC. Service code 27 PO BOX 170 · DECATUR, IL 62525 | Advisory (Plan) | $47,076 |
NATIONWIDE9 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $40,662 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Advisory (Participants) | $12,328 |
PENSION SERVICES, INC.1 year Service code 13 · EIN 65-0158316 3150 SW 38TH AVE. · MIAMI, FL 33146 | Contract Administrator | $225 |
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 | $65,910 | $101,317-34.9% | $146,958-55.2% | $74,495-11.5% |
| Participation rate | 92.4% | 75.5%+16.8pp | 82.2%+10.2pp | 67.2%+25.2pp |
| Annual return | 11.39% | 8730.91%-8719.5pp | 418.34%-407.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,096 | $3,810-71.2% | $4,933-77.8% | $2,623-58.2% |
| Participant deferral / active EE | $5,071 | $7,303-30.6% | $8,070-37.2% | $4,346+16.7% |
| Admin fee / account holder | $57 | $1,739-96.7% | $12,998-99.6% | $1,942-97.0% |