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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $95,201 |
CADARET GRANT & CO INC5+ years Filed as: CADARET GRANT & COMPANY INC Service code 55 110 W FAYETTE ST 5TH FLOOR · SYRACUSE, NY 13202 | Other Commissions | $39,173 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $18,189 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,890 | $98,982-11.2% | $162,163-45.8% | $65,185+34.8% |
| Participation rate | 98.6% | 85.8%+12.9pp | 87.6%+11.1pp | 70.2%+28.4pp |
| Annual return | 15.30% | 24.84%-9.5pp | 115.59%-100.3pp | 29.38%-14.1pp |
| Employer contribution / active EE | $4,623 | $3,467+33.3% | $5,614-17.7% | $2,177+112.4% |
| Participant deferral / active EE | $5,233 | $5,384-2.8% | $7,298-28.3% | $3,514+48.9% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |