Filed December 30, 1996
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 |
|---|---|---|
ACTIVE GRAPHICS, IC.1 year Filed as: ACTIVE CORE Service code 28 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $47,129 |
NATIONWIDE6+ years Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $28,965 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 300967157 | Contract Administrator | $10,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,879 | $98,750+2.2% | $149,696-32.6% | $79,858+26.3% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.5%+4.3pp | 69.6%+17.2pp |
| Annual return | 8.41% | 27.43%-19.0pp | 276.60%-268.2pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,813 | $5,680+37.6% | $6,842+14.2% | $3,740+108.9% |
| Admin fee / account holder | $368 | $6,053-93.9% | $9,309-96.0% | $5,306-93.1% |