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 |
|---|---|---|
NATIONWIDE8+ years Service code 38 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $27,503 |
MARCUM LLP6 years Service code 10 · EIN 11-1986323 155 SOUTH MAIN STREET · PROVIDENCE, RI 02903 | Accounting | $21,321 |
COMPENSATION PLANNING INC.7 years Service code 14 · EIN 05-0386704 67 JEFFERSON BLVD. · WARWICK, RI 028881028 | Plan Administrator | $9,016 |
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 | $47,734 | $73,933-35.4% | $96,683-50.6% | $75,163-36.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.90% | 26.70%-15.8pp | 35.69%-24.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $8,698 | $2,928+197.1% | $3,737+132.8% | $2,670+225.8% |
| Participant deferral / active EE | $2,057 | $3,659-43.8% | $4,878-57.8% | $4,125-50.1% |
| Admin fee / account holder | $399 | $5,216-92.4% | $6,730-94.1% | $5,651-92.9% |