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 |
|---|---|---|
NATIONWIDE2 years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account maintenance fees; Recordkeepi... | $64,193 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 26 · EIN 16-1486454 1100 N MARKET STREET · WILLMINGTON, DE 19890 | Advisory (Participants) | $56,325 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC. Service code 12 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Claims processing; Consulting (pensio... | $7,050 |
TIAA1 year Filed as: TIAA CREF Service code 64 · EIN 75-3182674 | Recordkeeping Fees | $44 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
DEBRA CAVEY2 years Filed as: DEBRA DONLON Service code 27 ONE M AND T PLAZA · BUFFALO, NY 14203 | Advisory (Plan) | $0 |
Participant contribution per participant 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 | $39,367 | $84,948-53.7% | $70,449-44.1% | $73,409-46.4% |
| Participation rate | 77.6% | 79.9%-2.3pp | 75.1%+2.6pp | 72.2%+5.4pp |
| Annual return | 15.08% | 13.39%+1.7pp | 109.03%-93.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $3,583 | $2,834+26.4% | $2,737+30.9% | $2,234+60.4% |
| Participant deferral / active EE | $1,316 | $3,387-61.2% | $3,709-64.5% | $3,805-65.4% |
| Admin fee / account holder | $0 | $98-99.9% | $3,845-100.0% | $158-100.0% |