Filed June 17, 1999
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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $67,777 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 64 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Recordkeeping Fees | $12,757 |
Filed as: IRON -CO-FID-COMPREHENSIVE Service code 64 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping Fees | $3,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,448 | $41,256-55.3% | $86,590-78.7% | $77,958-76.3% |
| Participation rate | 44.4% | 63.0%-18.6pp | 73.5%-29.1pp | 71.6%-27.2pp |
| Annual return | 15.97% | 17.67%-1.7pp | 964.84%-948.9pp | 20.87%-4.9pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,839-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $780 | $2,332-66.5% | $3,609-78.4% | $3,537-77.9% |
| Admin fee / account holder | $35 | $71-50.7% | $4,906-99.3% | $97-64.2% |