Filed December 30, 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 |
|---|---|---|
NATIONWIDE2 years Service code 17 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Pension Consulting | $17,781 |
WOODBURY FINANCIAL SERVICES2 years Service code 17 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,000 | $47,722-30.8% | $82,719-60.1% | $64,808-49.1% |
| Participation rate | 21.3% | 67.6%-46.3pp | 72.6%-51.3pp | 71.5%-50.2pp |
| Annual return | -15.07% | -13.05%-2.0pp | 701.18%-716.2pp | 32.82%-47.9pp |
| Employer contribution / active EE | $570 | $2,179-73.8% | $3,009-81.0% | $2,506-77.2% |
| Participant deferral / active EE | $835 | $3,329-74.9% | $4,395-81.0% | $4,310-80.6% |
| Admin fee / account holder | $280 | $143+96.1% | $5,329-94.7% | $188+49.2% |