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 |
|---|---|---|
NATIONWIDE2+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $145,320 |
GELMAN PENSION CONSULTING, INC.2+ years Filed as: GELMAN PENSION CONSULTING Service code 17 70 WEST 40TH ST - 8TH FLOOR · NEW YORK, NY 10018 | Pension Consulting | $55,468 |
HAMILTON CAVANAUGH & ASSOC2+ years Service code 27 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Advisory (Plan) | $0 |
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 | $25,572 | $36,916-30.7% | $156,549-83.7% | $57,658-55.6% |
| Participation rate | 83.2% | 63.4%+19.8pp | 84.0%-0.8pp | 70.2%+13.0pp |
| Annual return | 6.79% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,487 | $1,571+58.3% | $5,501-54.8% | $1,974+26.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $164 | $82+98.2% | $13,027-98.7% | $95+73.0% |