Filed March 30, 2007 (most recent of 5 filings on file)
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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $385,003 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SERVICE, INC. Service code 15 THE EDWARDS BLOCK, SUITE 400 · WESTBROOK, ME 040922867 | Recordkeeping | $96,682 |
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 | $26,198 | $44,989-41.8% | $170,442-84.6% | $77,958-66.4% |
| Participation rate | 85.8% | 64.6%+21.2pp | 83.6%+2.2pp | 71.6%+14.1pp |
| Annual return | 16.87% | 19.61%-2.7pp | 205.93%-189.1pp | 20.87%-4.0pp |
| Employer contribution / active EE | $3,068 | $1,466+109.3% | $5,433-43.5% | $2,310+32.8% |
| Participant deferral / active EE | $1,196 | $2,208-45.8% | $4,939-75.8% | $3,537-66.2% |
| Admin fee / account holder | $97 | $69+40.6% | $13,880-99.3% | $97-0.4% |