Filed October 9, 2013
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $130,384 |
Service code 13 · EIN 13-4238973 | Contract Administrator | $98,864 |
NATIONWIDE10+ years Service code 15 ONE NATIOWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $97,982 |
Filed as: MML INVESTORS SERVICES, LLC Service code 49 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, TX 01102 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $72,557 | $56,102+29.3% | $101,794-28.7% | $102,872-29.5% |
| Participation rate | 83.0% | 70.4%+12.6pp | 69.2%+13.8pp | 73.0%+9.9pp |
| Annual return | 11.82% | 14.06%-2.2pp | 30.53%-18.7pp | 19.06%-7.2pp |
| Employer contribution / active EE | $1,091 | $1,380-20.9% | $2,289-52.3% | $3,526-69.1% |
| Participant deferral / active EE | $4,321 | $2,801+54.2% | $4,084+5.8% | $5,535-21.9% |
| Admin fee / account holder | $116 | $262-55.8% | $8,777-98.7% | $292-60.4% |