Filed January 28, 2004 (most recent of 4 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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $82,829 |
CADARET GRANT & CO INC3+ years Filed as: CADARET GRANT & COMPANY INC Service code 55 110 W FAYETTE ST 5TH FLOOR · SYRACUSE, NY 13202 | Other Commissions | $32,505 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $12,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,803 | $89,739-5.5% | $149,718-43.4% | $62,292+36.1% |
| Participation rate | 99.3% | 85.1%+14.1pp | 87.1%+12.2pp | 69.5%+29.7pp |
| Annual return | 15.57% | 21.01%-5.4pp | 1501.63%-1486.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $4,307 | $3,233+33.2% | $5,445-20.9% | $2,042+110.9% |
| Participant deferral / active EE | $4,684 | $4,797-2.4% | $6,569-28.7% | $3,169+47.8% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |