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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $71,318 |
JRP & ASSOCIATES, LLC2 years Filed as: JRP CAPITAL CORP Service code 15 6001 TAIN DRIVE · DUBLIN, OH 43017 | Recordkeeping | $20,539 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT FINANCIAL SERVICES Service code 15 7966 N. HIGH STREET · COLUMBUS, OH 43235 | Recordkeeping | $8,370 |
EDWARD JONES2 years Filed as: EDWARD D. A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $7,549 |
OPOC.US4 years Service code 14 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OK 43085 | Plan Administrator | $906 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 15 4211 S. 102ND STREET · OMAHA, NE 68127 | Recordkeeping | $548 |
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON NATIONAL BANK Service code 15 519 MADISON AVE · TOLEDO, OH 43604 | Recordkeeping | $0 |
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 | $89,567 | $40,174+123.0% | $84,015+6.6% | $67,579+32.5% |
| Participation rate | 95.4% | 62.7%+32.8pp | 69.0%+26.4pp | 71.3%+24.2pp |
| Annual return | 22.60% | 25.82%-3.2pp | 71.31%-48.7pp | 378.56%-356.0pp |
| Employer contribution / active EE | $2,216 | $808+174.3% | $1,983+11.7% | $2,148+3.2% |
| Participant deferral / active EE | $6,141 | $2,301+166.9% | $3,239+89.6% | $3,539+73.5% |
| Admin fee / account holder | $198 | $128+53.9% | $6,101-96.8% | $142+38.8% |