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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $124,167 |
PENSION ASSURANCE LLP7+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $10,161 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $36 |
Service code 33 | Securities brokerage | $0 |
CADARET GRANT & CO INC7+ years Filed as: CADARET GRANT & COMPANY INC Service code 55 110 W FAYETTE ST 5TH FLOOR · SYRACUSE, NY 13202 | Other Commissions | $0 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,145 | $121,341-5.1% | $189,513-39.2% | $79,386+45.0% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.8%+9.6pp | 70.7%+26.7pp |
| Annual return | 17.66% | 21.08%-3.4pp | 555.15%-537.5pp | 116.85%-99.2pp |
| Employer contribution / active EE | $4,728 | $3,915+20.8% | $6,162-23.3% | $2,427+94.8% |
| Participant deferral / active EE | $5,523 | $6,395-13.6% | $8,221-32.8% | $4,046+36.5% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |