Filed May 28, 1997
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 38 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $22,908 |
MARCUM LLP3 years Service code 10 · EIN 11-1986323 155 SOUTH MAIN STREET, SUITE 100 · PROVIDENCE, RI 02903 | Accounting | $18,500 |
COMPENSATION PLANNING INC.4 years Service code 14 · EIN 05-0386704 64 JEFFERSON BLVD · WARWICK, RI 028881028 | Plan Administrator | $6,837 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,487 | $72,277-39.8% | $101,248-57.0% | $79,858-45.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.90% | 22.30%-13.4pp | 46.47%-37.6pp | 31.71%-22.8pp |
| Employer contribution / active EE | $5,107 | $2,692+89.8% | $3,660+39.6% | $2,471+106.7% |
| Participant deferral / active EE | $1,230 | $3,282-62.5% | $4,370-71.8% | $3,740-67.1% |
| Admin fee / account holder | $324 | $4,400-92.6% | $5,945-94.6% | $5,306-93.9% |