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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $63,746 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 DBA CAPTRUST 4208 SIX FORKS RD.1700 · RALEIGH, NC 27609 | Investment Management | $60,871 |
Filed as: PENSIONMARK SECURITIES, LLC Service code 13 24 COTA ST · SANTA BARBARA, CA 931010000 | Contract Administrator | $17,797 |
PENSION ASSURANCE LLP4 years Filed as: PENSION FINANCIAL SERVCIES INC Service code 13 | Contract Administrator | $0 |
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 | $89,122 | $55,790+59.7% | $76,817+16.0% | $67,579+31.9% |
| Participation rate | 77.2% | 71.1%+6.1pp | 72.1%+5.1pp | 71.3%+5.9pp |
| Annual return | 20.43% | 64.45%-44.0pp | 1166.11%-1145.7pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,757 | $1,810-2.9% | $2,302-23.7% | $2,148-18.2% |
| Participant deferral / active EE | $3,288 | $2,875+14.4% | $3,336-1.4% | $3,539-7.1% |
| Admin fee / account holder | $486 | $159+205.4% | $6,420-92.4% | $142+241.6% |