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 |
|---|---|---|
NATIONWIDE7+ years Service code 38 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $27,117 |
MARCUM LLP5 years Service code 10 · EIN 11-1986323 155 SOUTH MAIN STREET · PROVIDENCE, RI 02903 | Accounting | $19,673 |
COMPENSATION PLANNING INC.6 years Service code 14 · EIN 05-0386704 67 JEFFERSON BLVD. · WARWICK, RI 028881028 | Plan Administrator | $9,076 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,205 | $64,707-34.8% | $112,228-62.4% | $68,494-38.4% |
| Participation rate | 97.8% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.9pp |
| Annual return | -11.62% | -11.40%-0.2pp | 27.45%-39.1pp | -7.84%-3.8pp |
| Employer contribution / active EE | $5,317 | $2,746+93.6% | $3,635+46.3% | $2,596+104.8% |
| Participant deferral / active EE | $1,490 | $3,565-58.2% | $4,728-68.5% | $4,027-63.0% |
| Admin fee / account holder | $401 | $5,232-92.3% | $6,410-93.7% | $5,403-92.6% |