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 |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,927 |
Filed as: RAYMOND JAMES & ASSOC INC Service code 28 PO BOX 14527 · ST PETERSBURG, FL 33733 | Investment Management | $21,132 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6300 BRIDGE POINT PLWY BLDG 1 ST · AUSTIN, TX 78730 | Investment Management | $10,748 |
ERISA SMART5 years Service code 28 · EIN 45-5529798 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Investment Management | $7,522 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 | Investment Management | $500 |
Employer contribution per participant 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 | $59,047 | $80,724-26.9% | $103,333-42.9% | $74,495-20.7% |
| Participation rate | 74.4% | 65.7%+8.8pp | 74.5%-0.1pp | 67.2%+7.2pp |
| Annual return | 12.37% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $698 | $3,157-77.9% | $3,868-82.0% | $2,623-73.4% |
| Participant deferral / active EE | $4,446 | $3,860+15.2% | $5,057-12.1% | $4,346+2.3% |
| Admin fee / account holder | $168 | $2,368-92.9% | $8,355-98.0% | $1,942-91.4% |