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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $88,933 |
CADARET GRANT & CO INC4+ years Filed as: CADARET GRANT & COMPANY INC Service code 55 110 W FAYETTE ST 5TH FLOOR · SYRACUSE, NY 13202 | Other Commissions | $36,336 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $13,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,845 | $79,523+0.4% | $140,016-43.0% | $56,287+41.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.82% | 2.39%-6.2pp | 651.12%-654.9pp | -9.96%+6.1pp |
| Employer contribution / active EE | $4,473 | $3,350+33.5% | $5,606-20.2% | $2,111+111.9% |
| Participant deferral / active EE | $4,801 | $5,129-6.4% | $6,927-30.7% | $3,350+43.3% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |