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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $189,410 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES FIN SERV ADVISOR Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $150,423 |
NEXUS ADMINISTRATORS, INC.4 years Service code 13 · EIN 77-0586222 735 WEST ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $11,952 |
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 | $31,580 | $47,126-33.0% | $149,673-78.9% | $74,419-57.6% |
| Participation rate | 89.7% | 63.4%+26.3pp | 78.8%+11.0pp | 70.7%+19.0pp |
| Annual return | 16.98% | 22.75%-5.8pp | 134.42%-117.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,400 | $1,905+26.0% | $4,818-50.2% | $2,637-9.0% |
| Participant deferral / active EE | $2,022 | $2,728-25.9% | $5,680-64.4% | $4,528-55.3% |
| Admin fee / account holder | $328 | $343-4.4% | $13,210-97.5% | $348-5.8% |