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 |
|---|---|---|
NATIONWIDE6+ years Service code 38 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $28,951 |
MARCUM LLP4 years Service code 10 · EIN 11-1986323 155 SOUTH MAIN STREET, SUITE 100 · PROVIDENCE, RI 02903 | Accounting | $18,540 |
COMPENSATION PLANNING INC.5 years Service code 14 · EIN 05-0386704 67 JEFFERSON BLVD · WARWICK, RI 028881028 | Plan Administrator | $8,706 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,730 | $78,672-36.8% | $109,143-54.4% | $85,850-42.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.02% | 25.09%-17.1pp | 25.75%-17.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $7,322 | $2,735+167.7% | $3,722+96.7% | $2,565+185.4% |
| Participant deferral / active EE | $1,637 | $3,467-52.8% | $4,653-64.8% | $3,952-58.6% |
| Admin fee / account holder | $380 | $5,469-93.1% | $6,752-94.4% | $6,260-93.9% |