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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,922 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 BLDG 5 STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $9,602 |
ERISA SMART2 years Service code 31 · EIN 45-5529798 | Named fiduciary | $6,720 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 26 4211 S 102ND ST · OMAHA, NE 68127 | Advisory (Participants) | $149 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,450 | $77,660-9.3% | $109,143-35.5% | $79,386-11.3% |
| Participation rate | 84.7% | 67.8%+16.9pp | 75.9%+8.8pp | 70.7%+14.0pp |
| Annual return | 13.34% | 23.44%-10.1pp | 25.75%-12.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $719 | $2,797-74.3% | $3,722-80.7% | $2,427-70.4% |
| Participant deferral / active EE | $4,549 | $3,518+29.3% | $4,653-2.2% | $4,046+12.4% |
| Admin fee / account holder | $503 | $732-31.3% | $6,752-92.6% | $626-19.7% |