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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,712 |
BENEFIT PROFESSIONALS, INC.5 years Service code 10 · EIN 63-0913824 | Accounting | $24,925 |
TRUSTMARK NATIONAL BANK8+ years Service code 19 · EIN 64-0180810 | Securities Custodian | $10,238 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,999 | $62,603-12.1% | $104,294-47.3% | $66,914-17.8% |
| Participation rate | 91.1% | 59.6%+31.5pp | 73.3%+17.9pp | 69.8%+21.3pp |
| Annual return | -15.71% | -14.70%-1.0pp | 24.61%-40.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,057 | $1,972+4.3% | $3,372-39.0% | $2,544-19.1% |
| Participant deferral / active EE | $4,507 | $2,853+58.0% | $4,625-2.5% | $4,237+6.4% |
| Admin fee / account holder | $82 | $656-87.5% | $7,339-98.9% | $593-86.1% |