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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $150,333 |
Filed as: POLYCOMP ADMINISTRATIVE SERVICES, Service code 14 · EIN 95-2889854 3000 LAVA RIDGE COURT, SUITE 130 · ROSEVILLE, CA 95661 | Plan Administrator | $1,760 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & CO. INC. Service code 26 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Participants) | $0 |
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 | $60,147 | $59,328+1.4% | $118,925-49.4% | $73,488-18.2% |
| Participation rate | 93.7% | 62.3%+31.4pp | 75.4%+18.3pp | 70.7%+23.0pp |
| Annual return | 14.13% | 19.13%-5.0pp | 35.88%-21.7pp | 28.51%-14.4pp |
| Employer contribution / active EE | $4,875 | $1,803+170.3% | $3,263+49.4% | $2,270+114.8% |
| Participant deferral / active EE | $3,995 | $2,604+53.4% | $4,265-6.3% | $3,740+6.8% |
| Admin fee / account holder | $6 | $600-98.9% | $6,581-99.9% | $513-98.7% |