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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $141,543 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FIN SERV ADVISOR Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $105,069 |
Service code 13 · EIN 77-0586222 7647 N FRESNO ST, SUITE 102 · FRESNO, CA 93720 | Contract Administrator | $9,563 |
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 | $28,598 | $52,293-45.3% | $178,490-84.0% | $73,409-61.0% |
| Participation rate | 92.5% | 65.3%+27.1pp | 81.9%+10.5pp | 72.2%+20.3pp |
| Annual return | 13.57% | 34.75%-21.2pp | 151.07%-137.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,899 | $1,735+9.4% | $5,011-62.1% | $2,234-15.0% |
| Participant deferral / active EE | $1,572 | $2,332-32.6% | $5,202-69.8% | $3,805-58.7% |
| Admin fee / account holder | $296 | $127+132.3% | $13,984-97.9% | $158+87.4% |