Filed December 10, 2005
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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,723 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 BLDG 5 STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $5,669 |
Filed as: RAYMOND JAMES & ASSOC INC Service code 27 PO BOX 14527 · ST. PETERSBURG, FL 337334527 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,124 | $55,449-9.6% | $83,848-40.2% | $56,287-10.9% |
| Participation rate | 82.6% | 68.0%+14.6pp | 76.1%+6.5pp | 69.9%+12.8pp |
| Annual return | -4.67% | -1.38%-3.3pp | 850.88%-855.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $659 | $2,430-72.9% | $3,631-81.9% | $2,111-68.8% |
| Participant deferral / active EE | $3,879 | $2,935+32.1% | $4,082-5.0% | $3,350+15.8% |
| Admin fee / account holder | $358 | $656-45.5% | $5,478-93.5% | $521-31.3% |