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 |
|---|---|---|
NATIONWIDE2+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $122,376 |
GELMAN PENSION CONSULTING, INC.2+ years Filed as: GELMAN PENSION CONSULTING Service code 17 70 WEST 40TH STREET, 8TH FLOOR · NEW YORK, NY 10018 | Pension Consulting | $36,554 |
HAMILTON CAVANAUGH & ASSOC2+ 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 | $59,161 | $37,213+59.0% | $156,549-62.2% | $63,975-7.5% |
| Participation rate | 54.3% | 65.0%-10.7pp | 84.0%-29.7pp | 71.1%-16.8pp |
| Annual return | 8.93% | 47.89%-39.0pp | 32.23%-23.3pp | 48.65%-39.7pp |
| Employer contribution / active EE | $564 | $1,357-58.4% | $5,501-89.7% | $2,182-74.1% |
| Participant deferral / active EE | $3,328 | $2,070+60.8% | $4,871-31.7% | $3,356-0.8% |
| Admin fee / account holder | $178 | $56+215.7% | $13,027-98.6% | $70+152.4% |