Filed March 26, 2010
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 |
|---|---|---|
NATIONWIDE2 years Service code 27 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $23,444 |
Filed as: POLYCOMP ADMINISTRATIVE SERVICES, I Service code 15 | Recordkeeping | $9,065 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 ED CASEY-TREASUREY DEPT. · WEEHAUKEN, NJ 07087 | Advisory (Plan) | $0 |
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 | $55,389 | $78,672-29.6% | $109,143-49.3% | $85,850-35.5% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 18.72% | 25.09%-6.4pp | 25.75%-7.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $3,440 | $2,735+25.8% | $3,722-7.6% | $2,565+34.1% |
| Participant deferral / active EE | $1,873 | $3,467-46.0% | $4,653-59.8% | $3,952-52.6% |
| Admin fee / account holder | $133 | $5,469-97.6% | $6,752-98.0% | $6,260-97.9% |