Filed April 25, 1994
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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,304 |
Service code 10 · EIN 63-0913824 | Accounting | $18,307 |
TRUSTMARK NATIONAL BANK4+ years Service code 19 · EIN 64-0180810 | Securities Custodian | $18,307 |
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 | $67,307 | $65,557+2.7% | $105,738-36.3% | $56,287+19.6% |
| Participation rate | 78.0% | 63.4%+14.6pp | 76.3%+1.7pp | 69.9%+8.1pp |
| Annual return | -4.52% | -1.32%-3.2pp | 6.27%-10.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,305 | $1,788-27.0% | $3,268-60.1% | $2,111-38.2% |
| Participant deferral / active EE | $2,669 | $2,418+10.4% | $4,080-34.6% | $3,350-20.3% |
| Admin fee / account holder | $426 | $561-24.2% | $6,913-93.8% | $521-18.3% |