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 |
|---|---|---|
NATIONWIDE3+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $152,972 |
GELMAN PENSION CONSULTING, INC.3+ years Filed as: GELMAN PENSION CONSULTING Service code 17 70 WEST 40TH STREET, 8TH FLOOR · NEW YORK, NY 10018 | Pension Consulting | $45,716 |
HAMILTON CAVANAUGH & ASSOC3+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,052 | $44,989+33.5% | $170,442-64.8% | $77,958-23.0% |
| Participation rate | 62.7% | 64.6%-1.9pp | 83.6%-20.9pp | 71.6%-9.0pp |
| Annual return | 13.36% | 19.61%-6.2pp | 205.93%-192.6pp | 20.87%-7.5pp |
| Employer contribution / active EE | $662 | $1,466-54.8% | $5,433-87.8% | $2,310-71.3% |
| Participant deferral / active EE | $3,743 | $2,208+69.5% | $4,939-24.2% | $3,537+5.8% |
| Admin fee / account holder | $201 | $69+190.9% | $13,880-98.6% | $97+106.0% |