Filed January 23, 2017
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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $24,575 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $9,140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $159,424 | $65,557+143.2% | $64,056+148.9% | $71,457+123.1% |
| Participation rate | 80.7% | 73.2%+7.6pp | 72.3%+8.4pp | 67.9%+12.8pp |
| Annual return | 18.93% | 18.94%0pp | 33.69%-14.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $5,255 | $2,669+96.9% | $2,747+91.3% | $2,588+103.1% |
| Participant deferral / active EE | $8,368 | $3,626+130.8% | $3,880+115.7% | $4,289+95.1% |
| Admin fee / account holder | $860 | $616+39.6% | $3,068-72.0% | $1,587-45.8% |