Filed January 20, 1999
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 49 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Other Services | $22,033 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP, LLC Service code 49 · EIN 41-1416330 | Other Services | $12,275 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $7,288 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 49 · EIN 20-4548831 202 MONTROSE W AVE · COPLEY, OH 44321 | Other Services | $720 |
Service code 49 · EIN 12-2638166 315 DEADERICK ST · NASHVILLE, TN 37238 | Other Services | -$3,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,243 | $138,347-61.5% | $184,203-71.1% | $80,856-34.2% |
| Participation rate | 67.7% | 83.9%-16.2pp | 86.8%-19.1pp | 67.6%+0.1pp |
| Annual return | 19.46% | 20.02%-0.6pp | 28.81%-9.4pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,336 | $4,850-72.4% | $6,427-79.2% | $2,755-51.5% |
| Participant deferral / active EE | $6,720 | $7,071-5.0% | $9,131-26.4% | $4,296+56.4% |
| Admin fee / account holder | $160 | $10,483-98.5% | $13,901-98.8% | $6,918-97.7% |