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 |
|---|---|---|
NATIONWIDE9+ years Service code 38 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $14,979 |
COMPENSATION PLANNING INC.8 years Service code 14 · EIN 05-0386704 67 JEFFERSON BLVD · WARWICK, RI 02888 | Plan Administrator | $11,852 |
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 | $67,624 | $81,460-17.0% | $103,333-34.6% | $80,856-16.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.05% | 25.55%-18.5pp | 24.88%-17.8pp | 35.59%-28.5pp |
| Employer contribution / active EE | $11,044 | $3,105+255.6% | $3,868+185.5% | $2,755+300.9% |
| Participant deferral / active EE | $1,788 | $3,869-53.8% | $5,057-64.6% | $4,296-58.4% |
| Admin fee / account holder | $260 | $6,566-96.0% | $8,355-96.9% | $6,918-96.2% |