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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $110,510 |
ARMANINO LLP6+ years Filed as: ARMANINO, LLP Service code 10 12657 ALCOSTA BLVD, STE 500 · SAN RAMON, CA 94583 | Accounting | $30,955 |
CLS INVESTMENTS5 years Service code 49 17605 WRIGHT ST · OMAHA, NE 68130 | Other Services | $25,416 |
PEERY & ASSOCIATES, INC.1 year Filed as: PEERY & ASSOCAITES, INC. Service code 15 · EIN 94-3274051 | Recordkeeping | $16,544 |
NATIONAL BENEFIT SERVICES, LLC6+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $15,838 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,297 | $56,152-31.8% | $185,823-79.4% | $73,409-47.8% |
| Participation rate | 94.9% | 67.6%+27.4pp | 78.0%+16.9pp | 72.2%+22.8pp |
| Annual return | 10.19% | 17.59%-7.4pp | 35.95%-25.8pp | 59.29%-49.1pp |
| Employer contribution / active EE | $1,984 | $1,532+29.5% | $4,087-51.5% | $2,234-11.2% |
| Participant deferral / active EE | $3,757 | $3,659+2.7% | $5,632-33.3% | $3,805-1.3% |
| Admin fee / account holder | $320 | $132+142.1% | $9,500-96.6% | $158+102.5% |