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 |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE TRUST COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,654 |
Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52555 | Securities brokerage; Other fees | $21,242 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE Service code 49 · EIN 04-3496225 468 GREAT ROAD · ACTON, MA 01720 | Other Services | $5,198 |
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 | $108,770 | $60,795+78.9% | $69,455+56.6% | $65,185+66.9% |
| Participation rate | 74.5% | 74.9%-0.3pp | 74.6%-0.1pp | 70.2%+4.3pp |
| Annual return | 17.27% | 17.46%-0.2pp | 28.97%-11.7pp | 29.38%-12.1pp |
| Employer contribution / active EE | $3,976 | $2,452+62.2% | $2,779+43.1% | $2,177+82.7% |
| Participant deferral / active EE | $3,927 | $3,162+24.2% | $3,535+11.1% | $3,514+11.8% |
| Admin fee / account holder | $106 | $314-66.3% | $3,839-97.2% | $847-87.5% |