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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $70,336 |
CLS INVESTMENTS4 years Service code 49 17605 WRIGHT ST · OMAHA, NE 68130 | Other Services | $52,417 |
NATIONAL BENEFIT SERVICES, LLC5+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $39,857 |
ARMANINO LLP5+ years Filed as: ARMANINO, LLP Service code 10 12657 ALCOSTA BLVD, STE 500 · SAN RAMON, CA 94583 | Accounting | $14,106 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,985 | $48,471-17.5% | $182,532-78.1% | $67,579-40.8% |
| Participation rate | 91.3% | 67.2%+24.1pp | 78.0%+13.3pp | 71.3%+20.0pp |
| Annual return | 18.52% | 31.08%-12.6pp | 148.54%-130.0pp | 378.56%-360.0pp |
| Employer contribution / active EE | $1,889 | $1,461+29.3% | $4,076-53.7% | $2,148-12.0% |
| Participant deferral / active EE | $3,793 | $3,324+14.1% | $5,524-31.3% | $3,539+7.2% |
| Admin fee / account holder | $46 | $151-69.4% | $8,592-99.5% | $142-67.5% |