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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,541 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 BLDG 5 STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $7,558 |
ERISA SMART1 year Service code 31 · EIN 45-5529798 | Named fiduciary | $5,290 |
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 | $67,244 | $69,362-3.1% | $101,248-33.6% | $73,488-8.5% |
| Participation rate | 81.0% | 68.4%+12.6pp | 75.8%+5.2pp | 70.7%+10.3pp |
| Annual return | 16.49% | 18.46%-2.0pp | 46.47%-30.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $689 | $2,628-73.8% | $3,660-81.2% | $2,270-69.7% |
| Participant deferral / active EE | $4,198 | $3,300+27.2% | $4,370-3.9% | $3,740+12.2% |
| Admin fee / account holder | $427 | $704-39.4% | $5,945-92.8% | $513-16.9% |