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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,469 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 DEPT LA 24540 · PASDENA, CA 911854540 | Recordkeeping | $8,983 |
TD AMERITRADE, INC.9+ years Filed as: TD AMERITRADE Service code 15 4211 S. 102ND STREET · OMAHA, NE 68127 | Recordkeeping | $8 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,152 | $82,978+5.0% | $129,995-33.0% | $71,457+22.0% |
| Participation rate | 95.3% | 74.1%+21.2pp | 78.5%+16.8pp | 67.9%+27.3pp |
| Annual return | 15.58% | 20.60%-5.0pp | -137.18%+152.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,029 | $2,622-22.6% | $4,320-53.0% | $2,588-21.6% |
| Participant deferral / active EE | $5,915 | $4,432+33.5% | $5,820+1.6% | $4,289+37.9% |
| Admin fee / account holder | $131 | $1,729-92.4% | $10,614-98.8% | $1,587-91.7% |