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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,184 |
JRP & ASSOCIATES, LLC5 years Filed as: JRP CAPITAL CORP Service code 15 · EIN 31-1382871 6001 TAIN DRIVE · DUBLIN, OH 43017 | Recordkeeping | $19,581 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $4,883 |
TD AMERITRADE, INC.8+ years Filed as: TD AMERITRADE Service code 15 4211 S. 102ND STREET · OMAHA, NE 68127 | Recordkeeping | $9 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,280 | $86,655-16.6% | $119,609-39.6% | $66,914+8.0% |
| Participation rate | 94.3% | 75.6%+18.7pp | 79.3%+15.0pp | 69.8%+24.5pp |
| Annual return | -16.38% | -8.00%-8.4pp | -14.97%-1.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,169 | $2,536-14.5% | $4,232-48.7% | $2,544-14.7% |
| Participant deferral / active EE | $6,189 | $4,358+42.0% | $5,602+10.5% | $4,237+46.1% |
| Admin fee / account holder | $151 | $755-79.9% | $10,323-98.5% | $593-74.5% |