Filed June 4, 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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $63,115 |
JRP & ASSOCIATES, LLC3+ years Filed as: JRP CAPITAL CO RP Service code 15 6135 MEMORIAL DRIVE · DUBLIN, OH 43017 | Recordkeeping | $14,981 |
EDWARD JONES3+ years Filed as: EDWARD D.A. SOMMER Service code 27 · EIN 59-2195688 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $8,442 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT FINANCIAL L STRATEGIES INC. Service code 15 7965 NORTH HIGH STREET · COLUMBUS, OH 43035 | Recordkeeping | $7,873 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 15 4211 S. 102ND STREET · OMAHA, NE 68127 | Recordkeeping | $556 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,853 | $48,064+66.1% | $78,778+1.4% | $69,631+14.7% |
| Participation rate | 92.8% | 61.6%+31.2pp | 69.2%+23.6pp | 70.7%+22.1pp |
| Annual return | 16.70% | 21.81%-5.1pp | 35.62%-18.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,996 | $744+168.5% | $1,986+0.5% | $2,032-1.8% |
| Participant deferral / active EE | $5,417 | $2,079+160.5% | $2,958+83.1% | $3,224+68.0% |
| Admin fee / account holder | $168 | $152+10.3% | $5,134-96.7% | $110+51.8% |