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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $149,525 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FIN SERV ADVISOR Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $95,280 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 77-0586222 7647 N FRESNO ST, SUITE 102 · FRESNO, CA 93720 | Contract Administrator | $6,883 |
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 | $26,608 | $62,928-57.7% | $172,739-84.6% | $67,579-60.6% |
| Participation rate | 87.0% | 64.5%+22.5pp | 82.6%+4.3pp | 71.3%+15.7pp |
| Annual return | 20.86% | 30.36%-9.5pp | 802.84%-782.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,916 | $1,636+17.1% | $5,143-62.7% | $2,148-10.8% |
| Participant deferral / active EE | $1,697 | $2,145-20.9% | $5,198-67.4% | $3,539-52.1% |
| Admin fee / account holder | $315 | $167+89.0% | $13,954-97.7% | $142+121.4% |