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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $194,239 |
Filed as: POLYCOMP ADMINISTRATIVE SERVICES, Service code 14 · EIN 95-2889854 3000 LAVA RIDGE COURT, SUITE 130 · ROSEVILLE, CA 95661 | Plan Administrator | $1,875 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS & CO. INC. Service code 26 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,298 | $65,862+2.2% | $124,672-46.0% | $79,386-15.2% |
| Participation rate | 94.5% | 62.2%+32.3pp | 74.6%+19.9pp | 70.7%+23.8pp |
| Annual return | 12.45% | 19.02%-6.6pp | 5142.93%-5130.5pp | 116.85%-104.4pp |
| Employer contribution / active EE | $4,611 | $1,883+144.8% | $3,324+38.7% | $2,427+89.9% |
| Participant deferral / active EE | $3,885 | $2,772+40.1% | $4,614-15.8% | $4,046-4.0% |
| Admin fee / account holder | $6 | $673-99.0% | $7,493-99.9% | $626-99.0% |