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 |
|---|---|---|
NATIONWIDE5 years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Re... | $90,289 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 26 · EIN 16-1486454 1100 N MARKET ST · WILMINGTON, DE 19890 | Advisory (Participants) | $64,853 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC. Service code 12 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Recordkeeping and information managem... | $8,625 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
DEBRA CAVEY5 years Filed as: DEBRA DONLON Service code 27 ONE M AND T PLAZA · BUFFALO, NY 14203 | Advisory (Plan) | $0 |
TIAA1 year 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 | $50,592 | $83,884-39.7% | $64,056-21.0% | $74,419-32.0% |
| Participation rate | 72.2% | 76.6%-4.4pp | 72.3%-0.1pp | 70.7%+1.4pp |
| Annual return | 15.33% | 16.57%-1.2pp | 33.69%-18.4pp | 34.38%-19.1pp |
| Employer contribution / active EE | $6,634 | $3,084+115.1% | $2,747+141.5% | $2,637+151.5% |
| Participant deferral / active EE | $1,580 | $3,692-57.2% | $3,880-59.3% | $4,528-65.1% |
| Admin fee / account holder | $0 | $196-100.0% | $3,068-100.0% | $348-100.0% |