Filed May 20, 2011
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 65 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $26,419 |
GWN SECURITIES, INC2 years Filed as: GWN SECURITIES, INC. Service code 28 | Investment Management | $11,910 |
INWEST RETIREMENT SOLUTIONS4+ years Service code 15 4305 N GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $4,603 |
GWN SECURITIES, INC2 years Service code 28 11440 N. JOG ROAD · PALM BEACH GARDENS, FL 33418 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,468 | $98,982-76.3% | $162,163-85.5% | $65,185-64.0% |
| Participation rate | 78.9% | 85.8%-6.9pp | 87.6%-8.6pp | 70.2%+8.7pp |
| Annual return | 24.15% | 24.84%-0.7pp | 115.59%-91.4pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,535 | $3,467-55.7% | $5,614-72.6% | $2,177-29.5% |
| Participant deferral / active EE | $2,532 | $5,384-53.0% | $7,298-65.3% | $3,514-27.9% |
| Admin fee / account holder | $222 | $596-62.8% | $10,843-98.0% | $847-73.8% |