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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $211,575 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES FIN SERV ADVISOR Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $124,008 |
NEXUS ADMINISTRATORS, INC.5 years Service code 13 · EIN 77-0586222 735 WEST ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $14,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,155 | $50,815-24.9% | $155,509-75.5% | $77,643-50.9% |
| Participation rate | 93.6% | 63.1%+30.5pp | 78.2%+15.4pp | 70.6%+23.0pp |
| Annual return | 12.07% | 34.80%-22.7pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,705 | $1,993+35.7% | $4,672-42.1% | $2,726-0.8% |
| Participant deferral / active EE | $2,287 | $2,822-19.0% | $5,626-59.3% | $4,647-50.8% |
| Admin fee / account holder | $267 | $437-39.0% | $15,912-98.3% | $430-38.1% |