Filed May 9, 2016
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 |
|---|---|---|
NATIONWIDE10+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $46,317 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 PO BOX 502308 · SAN DIEGO, CA 92150 | Advisory (Participants) | $45,958 |
DEFINITI LLC1 year Service code 10 · EIN 85-0833363 3 HOLLAND ST · ERIE, PA 16507 | Accounting | $7,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,259 | $96,018-39.3% | $65,493-11.0% | $85,563-31.9% |
| Participation rate | 61.9% | 74.8%-12.9pp | 73.1%-11.2pp | 66.0%-4.1pp |
| Annual return | 11.50% | 14.51%-3.0pp | 982.45%-970.9pp | 31.51%-20.0pp |
| Employer contribution / active EE | $1,459 | $3,235-54.9% | $2,574-43.3% | $2,654-45.0% |
| Participant deferral / active EE | $2,191 | $4,055-46.0% | $3,961-44.7% | $4,375-49.9% |
| Admin fee / account holder | $110 | $271-59.5% | $5,028-97.8% | $834-86.9% |