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 |
|---|---|---|
TRUSTMARK NATIONAL BANK10+ years Service code 19 · EIN 64-0180810 | Securities Custodian | $34,962 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,079 |
BENEFIT PROFESSIONALS, INC.7 years Service code 10 | Accounting | $20,916 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $7,873 |
BENEFIT PROFESSIONALS, INC.2 years Filed as: BENEFIT PROFESSIONALS, INC Service code 10 · EIN 63-0913824 | Accounting | $4,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,989 | $62,327+1.1% | $120,354-47.7% | $74,495-15.4% |
| Participation rate | 86.0% | 56.8%+29.2pp | 71.9%+14.1pp | 67.2%+18.8pp |
| Annual return | 14.03% | 18.61%-4.6pp | 107.15%-93.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,676 | $1,843-9.1% | $3,463-51.6% | $2,623-36.1% |
| Participant deferral / active EE | $3,106 | $2,893+7.4% | $4,991-37.8% | $4,346-28.5% |
| Admin fee / account holder | $101 | $2,396-95.8% | $9,423-98.9% | $1,942-94.8% |