Filed August 24, 1993
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 5-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 Service code 51 · EIN 31-4156830 | Investment Mgmt Fees | $78,529 |
Filed as: POLYCOMP ADMINISTRATIVE SERVICES, Service code 15 · EIN 95-2889854 | Recordkeeping | $997 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO INC. Service code 26 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,533 | $51,708-8.1% | $106,619-55.4% | $62,891-24.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | -84.58% | 4.69%-89.3pp | 9.42%-94.0pp | 20.14%-104.7pp |
| Employer contribution / active EE | $24,730 | $1,764+1302.2% | $3,947+526.6% | $2,281+984.2% |
| Participant deferral / active EE | $11,422 | $2,315+393.3% | $3,930+190.6% | $3,203+256.6% |
| Admin fee / account holder | $22 | $3,349-99.4% | $6,418-99.7% | $4,296-99.5% |