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 |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 | Recordkeeping | $56,428 |
Filed as: BENEFIT PROFESSIONALS, INC Service code 10 · EIN 63-0913824 | Accounting | $23,408 |
NATIONWIDE9+ years Service code 19 | Securities Custodian | $20,846 |
TRUSTMARK NATIONAL BANK9+ years Service code 19 · EIN 64-0180810 | Securities Custodian | $11,285 |
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 | $62,756 | $57,651+8.9% | $112,229-44.1% | $71,457-12.2% |
| Participation rate | 79.3% | 58.9%+20.4pp | 72.4%+6.9pp | 67.9%+11.4pp |
| Annual return | 16.58% | 18.32%-1.7pp | 30.20%-13.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,588 | $1,913-17.0% | $3,430-53.7% | $2,588-38.6% |
| Participant deferral / active EE | $2,942 | $2,863+2.8% | $4,798-38.7% | $4,289-31.4% |
| Admin fee / account holder | $356 | $1,581-77.5% | $7,748-95.4% | $1,587-77.6% |