Filed August 1, 2018
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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,895 |
MOSKAL GROSS ORCHOSKY1+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $27,525 |
MGO INVESTMENT ADVISORS1+ years Filed as: MGO INVESTMENT ADVISORY INC Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $27,109 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,234 | $51,769+37.6% | $57,343+24.2% | $52,331+36.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 0.53% | 2.43%-1.9pp | 24.39%-23.9pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,487 | $2,335+49.3% | $2,689+29.7% | $1,882+85.3% |
| Participant deferral / active EE | $4,101 | $2,794+46.8% | $3,162+29.7% | $3,022+35.7% |
| Admin fee / account holder | $203 | $295-31.2% | $3,356-94.0% | $592-65.7% |