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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,748 |
BENEFIT PROFESSIONALS, INC.2 years Service code 10 · EIN 63-0913824 | Accounting | $19,758 |
TRUSTMARK NATIONAL BANK5+ years Service code 19 · EIN 64-0180810 | Securities Custodian | $10,690 |
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 | $71,239 | $54,045+31.8% | $115,157-38.1% | $65,185+9.3% |
| Participation rate | 81.7% | 63.5%+18.2pp | 75.9%+5.8pp | 70.2%+11.5pp |
| Annual return | 20.66% | 26.55%-5.9pp | 35.60%-14.9pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,370 | $1,653-17.1% | $3,179-56.9% | $2,177-37.1% |
| Participant deferral / active EE | $2,653 | $2,504+5.9% | $4,168-36.4% | $3,514-24.5% |
| Admin fee / account holder | $416 | $626-33.4% | $7,088-94.1% | $847-50.8% |