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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $185,025 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES FIN SERV ADVISOR Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $127,251 |
NEXUS ADMINISTRATORS, INC.3 years Service code 13 · EIN 77-0586222 735 WEST ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $12,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,617 | $46,292-42.5% | $143,757-81.5% | $64,808-58.9% |
| Participation rate | 91.1% | 64.2%+26.9pp | 80.3%+10.8pp | 71.5%+19.6pp |
| Annual return | -15.86% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,303 | $1,910+20.6% | $4,951-53.5% | $2,506-8.1% |
| Participant deferral / active EE | $1,877 | $2,646-29.1% | $5,637-66.7% | $4,310-56.5% |
| Admin fee / account holder | $326 | $154+112.1% | $14,673-97.8% | $188+73.6% |