Filed January 23, 2003
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 10-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 |
|---|---|---|
ROUSH INVESTMENTS LLC1 year Filed as: ROUSH INVESTMENTS, LLC Service code 10 2014 TULARE AVE, STE 608 · FRESNO, CA 93721 | Accounting | $60,176 |
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBU, OH 43215 | Contract Administrator | $37,737 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Plan Administrator | $3,475 |
PENTEGRA SERVICES, INC.1 year Filed as: APS-PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Plan Administrator | $1,170 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,115 | $136,307-38.3% | $177,821-52.7% | $73,488+14.5% |
| Participation rate | 85.2% | 86.1%-0.9pp | 87.7%-2.5pp | 70.7%+14.5pp |
| Annual return | 14.44% | 18.68%-4.2pp | 48.32%-33.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,408 | $3,712-62.1% | $5,918-76.2% | $2,270-38.0% |
| Participant deferral / active EE | $4,559 | $5,829-21.8% | $7,714-40.9% | $3,740+21.9% |
| Admin fee / account holder | $612 | $596+2.7% | $12,427-95.1% | $513+19.2% |