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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PKWY STE 550 · DULUTH, GA 300967157 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,354 | $82,664+22.6% | $125,339-19.1% | $68,494+48.0% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.5pp | 67.9%+26.0pp |
| Annual return | -10.83% | -5.97%-4.9pp | 572.05%-582.9pp | -7.84%-3.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,674 | $6,110+41.9% | $7,446+16.5% | $4,027+115.4% |
| Admin fee / account holder | $305 | $6,275-95.1% | $10,010-97.0% | $5,403-94.4% |