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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $173,335 |
Service code 13 · EIN 95-2889854 300 LAVA RIDGE COURT, SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $3,445 |
Service code 28 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Investment Management | $0 |
STIFEL NICOLAUS & CO INC1 year 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 | $53,252 | $62,603-14.9% | $104,294-48.9% | $66,914-20.4% |
| Participation rate | 92.7% | 59.6%+33.1pp | 73.3%+19.4pp | 69.8%+22.9pp |
| Annual return | -17.51% | -14.70%-2.8pp | 24.61%-42.1pp | 1.58%-19.1pp |
| Employer contribution / active EE | $5,688 | $1,972+188.5% | $3,372+68.7% | $2,544+123.6% |
| Participant deferral / active EE | $4,654 | $2,853+63.2% | $4,625+0.6% | $4,237+9.8% |
| Admin fee / account holder | $11 | $656-98.3% | $7,339-99.8% | $593-98.1% |