Filed August 14, 2009 (most recent of 2 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 |
|---|---|---|
NATIONWIDE1+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $142,287 |
GELMAN PENSION CONSULTING, INC.1+ years Filed as: GELMAN PENSION CONSULTING Service code 17 70 WEST 40TH ST - 8TH FLOOR · NEW YORK, NY 10018 | Pension Consulting | $55,629 |
HAMILTON CAVANAUGH & ASSOC1+ years Service code 27 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Advisory (Plan) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,474 | $37,117-42.1% | $147,614-85.5% | $55,191-61.1% |
| Participation rate | 99.3% | 63.6%+35.7pp | 84.6%+14.7pp | 69.2%+30.2pp |
| Annual return | -0.36% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $2,700 | $1,620+66.6% | $5,564-51.5% | $1,899+42.2% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |