Filed July 15, 1992
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 Filed as: NATIONWIDE TRUST COMPANY Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $34,096 |
BENEFIT ADMINISTRATION, INC.3+ years Filed as: BENEFIT ADMINISTRATION, INC Service code 99 · EIN 39-1884254 400 AHNAIP ST, SUITE 200 · MENASHA, WI 54952 | Other Fees | $11,105 |
KERBER ROSE SC3+ years Filed as: KERBER, ROSE SC Service code 99 115 E. FIFTH STREET · SHAWANO, WI 54166 | Other Fees | $6,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,451 | $46,100-60.0% | $86,590-78.7% | $69,631-73.5% |
| Participation rate | 19.8% | 67.2%-47.3pp | 73.5%-53.7pp | 70.7%-50.8pp |
| Annual return | 14.03% | 21.02%-7.0pp | 964.84%-950.8pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $159 | $1,850-91.4% | $2,839-94.4% | $2,032-92.2% |
| Participant deferral / active EE | $346 | $2,432-85.8% | $3,609-90.4% | $3,224-89.3% |
| Admin fee / account holder | $238 | $94+153.5% | $4,906-95.2% | $110+115.3% |