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 |
|---|---|---|
NATIONWIDE10+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $40,390 |
NEWPORT GROUP, INC.5 years Service code 15 DEPT LA 24540 · PASADENA, CA 91185 | Recordkeeping | $8,177 |
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $938 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,274 | $101,724+5.5% | $164,813-34.9% | $80,856+32.7% |
| Participation rate | 95.9% | 71.8%+24.0pp | 78.6%+17.3pp | 67.6%+28.2pp |
| Annual return | 14.49% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,129 | $2,953+6.0% | $4,341-27.9% | $2,755+13.6% |
| Participant deferral / active EE | $9,141 | $4,477+104.2% | $6,031+51.6% | $4,296+112.8% |
| Admin fee / account holder | $43 | $8,227-99.5% | $12,690-99.7% | $6,918-99.4% |