Filed November 12, 2013 (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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 | Recordkeeping | $60,537 |
PRUCO SECURITIES, LLC1 year Filed as: PRUCO SECURITIES LLC Service code 26 | Advisory (Participants) | $20,808 |
MMA SECURITIES LLC1 year Service code 26 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $13,438 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $9,128 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 | Recordkeeping | $8,234 |
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $4,380 |
PRUCO SECURITIES, LLC1 year Service code 26 · EIN 25-1395109 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,776 | $50,815-23.7% | $155,509-75.1% | $77,643-50.1% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.5pp | 70.6%+26.1pp |
| Annual return | 12.68% | 34.80%-22.1pp | 64.67%-52.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,645 | $1,993-17.4% | $4,672-64.8% | $2,726-39.6% |
| Participant deferral / active EE | $2,898 | $2,822+2.7% | $5,626-48.5% | $4,647-37.7% |
| Admin fee / account holder | $30 | $437-93.2% | $15,912-99.8% | $430-93.1% |