Filed May 24, 1
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 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $55,385 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $17,303 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 28 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Investment Management | $14,270 |
Filed as: FIDUCIARY CONSULTING GROUP INC. Service code 27 P.O. BOX 11408 · MURFREESBORO, TN 37129 | Advisory (Plan) | $4,574 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 28 4211 S. 102ND ST · OMAHA, NE 68127 | Investment Management | $227 |
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 | $50,417 | $36,916+36.6% | $156,549-67.8% | $57,658-12.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 6.55% | 12.38%-5.8pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $3,157 | $1,571+101.0% | $5,501-42.6% | $1,974+60.0% |
| Participant deferral / active EE | $2,831 | $1,926+47.0% | $4,871-41.9% | $3,061-7.5% |
| Admin fee / account holder | $162 | $82+96.2% | $13,027-98.8% | $95+71.2% |