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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $97,947 |
CADARET GRANT & CO INC6+ years Filed as: CADARET GRANT & COMPANY INC Service code 55 110 W FAYETTE ST 5TH FLOOR · SYRACUSE, NY 13202 | Other Commissions | $26,136 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $17,127 |
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 | $96,759 | $136,307-29.0% | $177,821-45.6% | $73,488+31.7% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.7%+9.7pp | 70.7%+26.7pp |
| Annual return | 8.52% | 18.68%-10.2pp | 48.32%-39.8pp | 28.51%-20.0pp |
| Employer contribution / active EE | $4,399 | $3,712+18.5% | $5,918-25.7% | $2,270+93.8% |
| Participant deferral / active EE | $5,208 | $5,829-10.7% | $7,714-32.5% | $3,740+39.3% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |