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 5-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 | $112,437 |
GELMAN PENSION CONSULTING, INC.1+ years Filed as: GELMAN PENSION CONSULTING Service code 17 70 WEST 40TH STREET, 8TH FLOOR · NEW YORK, NY 10018 | Pension Consulting | $31,661 |
HAMILTON CAVANAUGH & ASSOC1+ years Service code 27 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,246 | $37,039+62.7% | $147,614-59.2% | $59,188+1.8% |
| Participation rate | 47.0% | 63.8%-16.8pp | 84.6%-37.6pp | 69.4%-22.4pp |
| Annual return | 4.86% | 7.19%-2.3pp | 61.98%-57.1pp | 5.51%-0.7pp |
| Employer contribution / active EE | $542 | $1,353-59.9% | $5,564-90.3% | $2,098-74.2% |
| Participant deferral / active EE | $2,731 | $2,094+30.4% | $4,895-44.2% | $3,265-16.4% |
| Admin fee / account holder | $0 | $60-99.5% | $11,611-100.0% | $92-99.7% |