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 |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,138 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 6300 BRIDGE POINT PLWY BLDG 1 ST · AUSTIN, TX 78730 | Advisory (Plan) | $9,339 |
ERISA SMART4 years Service code 31 · EIN 45-5529798 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Named fiduciary | $0 |
Filed as: RAYMOND JAMES & ASSOC INC Service code 27 PO BOX 14527 · ST PETERSBURG, FL 33733 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,014 | $76,670-7.4% | $96,683-26.5% | $71,457-0.6% |
| Participation rate | 74.4% | 66.6%+7.8pp | 74.3%0pp | 67.9%+6.5pp |
| Annual return | 16.70% | 48.29%-31.6pp | 35.69%-19.0pp | 28.85%-12.2pp |
| Employer contribution / active EE | $691 | $3,031-77.2% | $3,737-81.5% | $2,588-73.3% |
| Participant deferral / active EE | $4,380 | $3,771+16.1% | $4,878-10.2% | $4,289+2.1% |
| Admin fee / account holder | $468 | $2,028-76.9% | $6,730-93.0% | $1,587-70.5% |