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 |
|---|---|---|
NATIONWIDE4 years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Custodial (other ... | $78,366 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 26 · EIN 16-1486454 1100 N MARKET ST · WILMINGTON, DE 19890 | Advisory (Participants) | $55,246 |
Filed as: RIMKUS,MARCIANO & ASSOCIATES INC. Service code 12 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Claims processing; Consulting (pensio... | $10,189 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
DEBRA CAVEY4 years Filed as: DEBRA DONLON Service code 27 ONE M AND T PLAZA · BUFFALO, NY 14203 | Advisory (Plan) | $0 |
TIAA3 years Filed as: TIAA CREF Service code 64 · EIN 75-3182674 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,305 | $79,124-46.5% | $60,874-30.5% | $64,808-34.7% |
| Participation rate | 76.5% | 77.7%-1.2pp | 73.1%+3.4pp | 71.5%+5.1pp |
| Annual return | -11.66% | -7.13%-4.5pp | 16.90%-28.6pp | 32.82%-44.5pp |
| Employer contribution / active EE | $4,641 | $3,050+52.2% | $2,701+71.8% | $2,506+85.2% |
| Participant deferral / active EE | $1,567 | $3,725-57.9% | $3,817-59.0% | $4,310-63.7% |
| Admin fee / account holder | $0 | $106-100.0% | $3,224-100.0% | $188-100.0% |