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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $55,697 |
BENEFIT PROFESSIONALS, INC.4 years Service code 10 · EIN 63-0913824 | Accounting | $22,068 |
TRUSTMARK NATIONAL BANK7+ years Service code 19 · EIN 64-0180810 | Securities Custodian | $11,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,118 | $65,862-1.1% | $124,672-47.8% | $79,386-18.0% |
| Participation rate | 92.5% | 62.2%+30.3pp | 74.6%+17.9pp | 70.7%+21.8pp |
| Annual return | 14.35% | 19.02%-4.7pp | 5142.93%-5128.6pp | 116.85%-102.5pp |
| Employer contribution / active EE | $2,300 | $1,883+22.1% | $3,324-30.8% | $2,427-5.2% |
| Participant deferral / active EE | $5,188 | $2,772+87.2% | $4,614+12.4% | $4,046+28.2% |
| Admin fee / account holder | $368 | $673-45.4% | $7,493-95.1% | $626-41.3% |