Filed June 5, 2007 (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 |
|---|---|---|
DEBRA CAVEY1 year Filed as: DEBRA DONLON Service code 27 ONE M AND T PLAZA · BUFFALO, NY 14203 | Advisory (Plan) | $33,171 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 26 · EIN 16-1486454 | Advisory (Participants) | $10,363 |
NATIONWIDE1 year Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Account maintenan... | $9,569 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $2,453 |
Filed as: FIDELITY INVESTMENTS Service code 61 · EIN 04-2647786 | Account maintenance fees; Float reven... | $1,891 |
Filed as: RIMKUS MARCIANO & ASSOCIATES INC Service code 12 · EIN 22-2725182 | Claims processing; Recordkeeping and ... | $650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,071 | $95,542-64.3% | $69,455-50.9% | $67,579-49.6% |
| Participation rate | 77.1% | 79.4%-2.2pp | 74.6%+2.5pp | 71.3%+5.9pp |
| Annual return | 18.53% | 17.67%+0.9pp | 28.97%-10.4pp | 378.56%-360.0pp |
| Employer contribution / active EE | $3,288 | $2,989+10.0% | $2,779+18.3% | $2,148+53.1% |
| Participant deferral / active EE | $1,173 | $3,263-64.0% | $3,535-66.8% | $3,539-66.8% |
| Admin fee / account holder | $39 | $90-56.9% | $3,839-99.0% | $142-72.8% |