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 |
|---|---|---|
NATIONWIDE4+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $178,538 |
HAMILTON CAVANAUGH & ASSOC4+ years Service code 27 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Advisory (Plan) | $110,036 |
GELMAN PENSION CONSULTING, INC.4+ years Filed as: GELMAN PENSION CONSULTING Service code 17 70 WEST 40TH ST - 8TH FLOOR · NEW YORK, NY 10018 | Pension Consulting | $93,605 |
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 | $25,160 | $37,196-32.4% | $154,107-83.7% | $55,725-54.9% |
| Participation rate | 86.4% | 64.1%+22.3pp | 83.0%+3.3pp | 70.9%+15.5pp |
| Annual return | -4.30% | 1319.68%-1324.0pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $3,139 | $1,614+94.4% | $5,298-40.8% | $2,078+51.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $178 | $102+75.1% | $13,411-98.7% | $115+54.5% |