Filed October 24, 2006 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 100 SALEM STREET · SMITHFIELD, RI 02917 | Loan Processing | $147,644 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 100 SALEM STREET · SMITHFIELD, RI 02917 | Advisory (Plan) | $14,523 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 99 · EIN 31-4156860 PO BOX 182021 · COLUMBUS, OH 43218 | Other Fees | $236 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,273 | $47,456+12.3% | $172,739-69.2% | $77,787-31.5% |
| Participation rate | 95.2% | 66.3%+28.9pp | 82.6%+12.5pp | 73.2%+22.0pp |
| Annual return | 19.55% | 35.57%-16.0pp | 802.84%-783.3pp | 32.57%-13.0pp |
| Employer contribution / active EE | $1,531 | $1,574-2.7% | $5,143-70.2% | $2,504-38.9% |
| Participant deferral / active EE | $3,043 | $2,560+18.9% | $5,198-41.4% | $3,967-23.3% |
| Admin fee / account holder | $60 | $81-26.3% | $13,954-99.6% | $100-40.5% |