Filed May 13, 1997
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 |
|---|---|---|
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL CORP Service code 26 5555 GRANDE MARKET DR · APPLETON, WI 54913 | Advisory (Participants) | $3,342 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $2,913 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,792 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,226 |
EDWARD JONES1+ years Filed as: EDWARD SOMMER Service code 15 300 W. WILSON BRIDGE RD. · WORTHINGTON, OH 43085 | Recordkeeping | $1,200 |
NPH1+ years Service code 26 401 WILSHIRE BLVD · SANTA MONICA, CA 90401 | Advisory (Participants) | $97 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,618 | $37,117-84.9% | $147,614-96.2% | $55,191-89.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 0.39% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $743 | $1,985-62.6% | $4,895-84.8% | $3,046-75.6% |
| Admin fee / account holder | $12 | $86-86.4% | $11,611-99.9% | $91-87.2% |