Filed December 10, 1997
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 |
|---|---|---|
NATIONWIDE1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $200,168 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $35,627 |
NATIONAL BENEFIT SERVICES, LLC4+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $34,272 |
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.
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 | $198,756 | $89,652+121.7% | $141,162+40.8% | $65,185+204.9% |
| Participation rate | 92.8% | 74.7%+18.1pp | 82.5%+10.4pp | 70.2%+22.6pp |
| Annual return | 2.09% | 32.79%-30.7pp | 71.39%-69.3pp | 29.38%-27.3pp |
| Employer contribution / active EE | $8,020 | $3,065+161.7% | $4,735+69.4% | $2,177+268.4% |
| Participant deferral / active EE | $6,321 | $5,691+11.1% | $6,709-5.8% | $3,514+79.9% |
| Admin fee / account holder | $466 | $569-18.1% | $10,261-95.5% | $847-45.0% |