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 |
|---|---|---|
NATIONWIDE4+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $181,566 |
HAMILTON CAVANAUGH & ASSOC4+ years Service code 27 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Advisory (Plan) | $92,599 |
GELMAN PENSION CONSULTING, INC.4+ years Filed as: GELMAN PENSION CONSULTING Service code 17 70 WEST 40TH STREET, 8TH FLOOR · NEW YORK, NY 10018 | Pension Consulting | $76,907 |
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 | $52,071 | $45,382+14.7% | $154,107-66.2% | $75,289-30.8% |
| Participation rate | 70.6% | 65.9%+4.8pp | 83.0%-12.4pp | 72.4%-1.8pp |
| Annual return | -0.33% | -0.47%+0.1pp | 735.12%-735.5pp | -0.04%-0.3pp |
| Employer contribution / active EE | $791 | $1,533-48.4% | $5,298-85.1% | $2,405-67.1% |
| Participant deferral / active EE | $4,350 | $2,384+82.5% | $5,081-14.4% | $3,739+16.4% |
| Admin fee / account holder | $195 | $89+118.1% | $13,411-98.5% | $102+90.4% |