Filed August 29, 2006
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 |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE TRUST COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,219 |
Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52555 | Securities brokerage; Other fees | $25,044 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE Service code 49 · EIN 04-3496225 468 GREAT ROAD · ACTON, MA 01720 | Other Services | $6,282 |
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 | $99,508 | $55,002+80.9% | $59,878+66.2% | $56,287+76.8% |
| Participation rate | 76.0% | 75.9%+0.1pp | 74.7%+1.3pp | 69.9%+6.2pp |
| Annual return | -3.15% | 1.13%-4.3pp | 3.46%-6.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $3,835 | $2,448+56.7% | $2,722+40.9% | $2,111+81.7% |
| Participant deferral / active EE | $3,855 | $3,121+23.5% | $3,402+13.3% | $3,350+15.1% |
| Admin fee / account holder | $106 | $236-55.2% | $3,590-97.1% | $521-79.7% |