Filed January 21, 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 |
|---|---|---|
CLS INVESTMENTS3 years Service code 49 17605 WRIGHT ST · OMAHA, NE 68130 | Other Services | $52,623 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,273 |
NATIONAL BENEFIT SERVICES, LLC4+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $38,303 |
ARMANINO LLP4+ years Filed as: ARMANINO, LLP Service code 10 12657 ALCOSTA BLVD, STE 500 · SAN RAMON, CA 94583 | Accounting | $13,955 |
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 | $38,523 | $42,810-10.0% | $169,463-77.3% | $55,725-30.9% |
| Participation rate | 90.4% | 64.7%+25.7pp | 77.8%+12.6pp | 70.9%+19.5pp |
| Annual return | -5.06% | -3.61%-1.4pp | 1.83%-6.9pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,956 | $1,402+39.5% | $4,159-53.0% | $2,078-5.9% |
| Participant deferral / active EE | $3,948 | $3,141+25.7% | $5,277-25.2% | $3,356+17.7% |
| Admin fee / account holder | $0 | $106-100.0% | $9,109-100.0% | $115-100.0% |