Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE1+ years Service code 19 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $84,560 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT SYSTEMS Service code 15 · EIN 75-2383194 6190 LBJ FRWY BLDG 200 · DALLAS, TX 75240 | Recordkeeping | $16,116 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,902 | $72,770-6.7% | $67,652+0.4% | $55,191+23.0% |
| Participation rate | 92.9% | 78.8%+14.1pp | 75.7%+17.2pp | 69.2%+23.7pp |
| Annual return | -2.69% | -3.26%+0.6pp | 6625.04%-6627.7pp | 10.78%-13.5pp |
| Employer contribution / active EE | $1,805 | $1,769+2.0% | $2,266-20.3% | $1,899-4.9% |
| Participant deferral / active EE | $2,954 | $3,408-13.3% | $3,560-17.0% | $3,046-3.0% |
| Admin fee / account holder | $416 | $79+427.5% | $4,821-91.4% | $91+358.0% |