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 9-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 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $167,649 |
Filed as: POLYCOMP ADMINISTRATIVE SERVICES, Service code 14 · EIN 95-2889854 3000 LAVA RIDGE COURT, SUITE 130 · ROSEVILLE, CA 95661 | Plan Administrator | $2,485 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO. INC. Service code 26 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Participants) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,306 | $54,045+0.5% | $115,157-52.8% | $65,185-16.7% |
| Participation rate | 96.9% | 63.5%+33.3pp | 75.9%+21.0pp | 70.2%+26.7pp |
| Annual return | 181.45% | 26.55%+154.9pp | 35.60%+145.8pp | 29.38%+152.1pp |
| Employer contribution / active EE | $4,971 | $1,653+200.7% | $3,179+56.4% | $2,177+128.4% |
| Participant deferral / active EE | $4,193 | $2,504+67.4% | $4,168+0.6% | $3,514+19.3% |
| Admin fee / account holder | $0 | $626-100.0% | $7,088-100.0% | $847-100.0% |