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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,222 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 BLDG 5 STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $6,614 |
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 | $59,291 | $63,114-6.1% | $92,893-36.2% | $65,185-9.0% |
| Participation rate | 82.7% | 68.8%+13.9pp | 76.0%+6.7pp | 70.2%+12.5pp |
| Annual return | 22.74% | 28.75%-6.0pp | 109.41%-86.7pp | 29.38%-6.6pp |
| Employer contribution / active EE | $595 | $2,571-76.9% | $3,653-83.7% | $2,177-72.7% |
| Participant deferral / active EE | $4,265 | $3,108+37.2% | $4,236+0.7% | $3,514+21.4% |
| Admin fee / account holder | $412 | $624-33.9% | $5,794-92.9% | $847-51.3% |