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 LLC3 years Filed as: ROUSH INVESTMENTS, LLC Service code 10 2014 TULARE AVE, STE 608 · FRESNO, CA 93721 | Accounting | $70,549 |
NATIONWIDE3 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $45,100 |
Filed as: AXXCESS WEALTH MGMT LLC Service code 27 · EIN 35-2436156 | Advisory (Plan) | $12,944 |
PENTEGRA SERVICES, INC.3 years Service code 14 · EIN 13-3745616 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Plan Administrator | $3,766 |
PENTEGRA SERVICES, INC.3 years Filed as: APS-PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Plan Administrator | $2,085 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 27 4211 S 102ND STREET · OMAHA, NE 68127 | Advisory (Plan) | $3 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,851 | $102,553-25.1% | $151,611-49.3% | $66,914+14.8% |
| Participation rate | 85.9% | 85.5%+0.4pp | 87.5%-1.6pp | 69.8%+16.1pp |
| Annual return | -15.68% | -10.82%-4.9pp | 3.33%-19.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,584 | $4,180-62.1% | $6,166-74.3% | $2,544-37.7% |
| Participant deferral / active EE | $5,004 | $6,641-24.6% | $8,363-40.2% | $4,237+18.1% |
| Admin fee / account holder | $651 | $630+3.3% | $11,616-94.4% | $593+9.7% |