Filed September 29, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $91,822 |
Filed as: FRINGE BENEFIT ADMINISTRATORS, LTD Service code 13 110 VETERANS BLVD. SUITE 120 · METAIRIE, LA 700054905 | Contract Administrator | $15,599 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,117 | $48,277-2.4% | $63,517-25.8% | $55,191-14.6% |
| Participation rate | 74.4% | 69.4%+5.0pp | 71.0%+3.4pp | 69.2%+5.2pp |
| Annual return | -1.32% | 2.37%-3.7pp | -70.30%+69.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,490 | $1,592-6.4% | $2,322-35.8% | $1,899-21.5% |
| Participant deferral / active EE | $2,553 | $2,432+5.0% | $2,953-13.6% | $3,046-16.2% |
| Admin fee / account holder | $260 | $86+202.8% | $5,892-95.6% | $91+186.8% |