Filed July 17, 2013
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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $114,647 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FIN SERV ADVISOR Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $71,624 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 77-0586222 7647 N FRESNO ST, SUITE 102 · FRESNO, CA 93720 | Contract Administrator | $4,725 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,035 | $46,173-35.0% | $170,442-82.4% | $69,631-56.9% |
| Participation rate | 85.2% | 63.9%+21.3pp | 83.6%+1.6pp | 70.7%+14.5pp |
| Annual return | 19.14% | 21.62%-2.5pp | 205.93%-186.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,880 | $1,610+16.8% | $5,433-65.4% | $2,032-7.5% |
| Participant deferral / active EE | $1,573 | $2,080-24.4% | $4,939-68.1% | $3,224-51.2% |
| Admin fee / account holder | $354 | $116+205.6% | $13,880-97.4% | $110+220.9% |