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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $125,053 |
Filed as: PENSIONMARK SECURITIES, LLC Service code 13 24 COTA ST · SANTA BARBARA, CA 931010000 | Contract Administrator | $12,828 |
PENSION ASSURANCE LLP3 years Filed as: PENSION FINANCIAL SERVCIES INC Service code 13 | Contract Administrator | $11,790 |
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 | $76,260 | $48,261+58.0% | $68,793+10.9% | $55,725+36.9% |
| Participation rate | 73.0% | 71.0%+2.0pp | 72.2%+0.8pp | 70.9%+2.2pp |
| Annual return | -3.90% | -2.61%-1.3pp | -4.63%+0.7pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,578 | $1,742-9.4% | $2,625-39.9% | $2,078-24.1% |
| Participant deferral / active EE | $3,215 | $2,712+18.5% | $3,311-2.9% | $3,356-4.2% |
| Admin fee / account holder | $472 | $126+274.3% | $5,131-90.8% | $115+310.0% |