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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,843 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 BLDG 5 STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $8,520 |
ERISA SMART3 years Service code 31 · EIN 45-5529798 | Named fiduciary | $5,963 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,304 | $64,119-12.2% | $112,228-49.8% | $66,914-15.9% |
| Participation rate | 80.4% | 68.5%+11.9pp | 75.1%+5.3pp | 69.8%+10.6pp |
| Annual return | -19.34% | -13.81%-5.5pp | 27.45%-46.8pp | 1.58%-20.9pp |
| Employer contribution / active EE | $764 | $3,005-74.6% | $3,635-79.0% | $2,544-70.0% |
| Participant deferral / active EE | $4,874 | $3,693+32.0% | $4,728+3.1% | $4,237+15.0% |
| Admin fee / account holder | $441 | $625-29.4% | $6,410-93.1% | $593-25.6% |