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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $108,360 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY STE 550 · DULUTH, GA 300967157 | Contract Administrator | $15,099 |
PENSION ASSURANCE LLP2 years Filed as: PENSION FINANCIAL SERVCIES INC Service code 13 | Contract Administrator | $10,616 |
THORNHILL FINANCIAL, INC.2 years Filed as: THORNHILL FINANCIAL INC Service code 10 18400 PERAL RD · STRONGSVILLE, OH 44136 | Accounting | $8,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,208 | $53,925+32.0% | $75,670-5.9% | $69,631+2.3% |
| Participation rate | 76.8% | 71.2%+5.6pp | 72.3%+4.4pp | 70.7%+6.1pp |
| Annual return | 15.39% | 17.84%-2.4pp | 27.34%-12.0pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,623 | $1,802-10.0% | $2,352-31.0% | $2,032-20.1% |
| Participant deferral / active EE | $2,850 | $2,569+10.9% | $3,142-9.3% | $3,224-11.6% |
| Admin fee / account holder | $415 | $97+327.8% | $5,800-92.8% | $110+276.1% |