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 |
|---|---|---|
NATIONWIDE6+ years Service code 65 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $32,730 |
GWN SECURITIES, INC3 years Filed as: GWN SECURITIES, INC. Service code 28 | Investment Management | $14,566 |
INWEST RETIREMENT SOLUTIONS5+ years Service code 15 4305 N GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $6,588 |
GWN SECURITIES, INC3 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 | $30,201 | $136,307-77.8% | $177,821-83.0% | $73,488-58.9% |
| Participation rate | 78.0% | 86.1%-8.1pp | 87.7%-9.7pp | 70.7%+7.3pp |
| Annual return | 29.89% | 18.68%+11.2pp | 48.32%-18.4pp | 28.51%+1.4pp |
| Employer contribution / active EE | $1,893 | $3,712-49.0% | $5,918-68.0% | $2,270-16.6% |
| Participant deferral / active EE | $2,892 | $5,829-50.4% | $7,714-62.5% | $3,740-22.7% |
| Admin fee / account holder | $247 | $596-58.5% | $12,427-98.0% | $513-51.8% |