Filed December 3, 2009
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 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $37,652 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 22 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Insurance Broker | $8,064 |
ALLIANCE BENEFIT GROUP2+ years Service code 64 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping Fees | $5,773 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,514 | $71,802-43.6% | $133,980-69.8% | $57,658-29.7% |
| Participation rate | 84.8% | 85.5%-0.6pp | 87.1%-2.2pp | 70.2%+14.6pp |
| Annual return | 79.30% | 13.51%+65.8pp | 29.30%+50.0pp | 5.13%+74.2pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,033 | $4,606-55.9% | $6,282-67.6% | $3,061-33.6% |
| Admin fee / account holder | $171 | $88+95.1% | $9,324-98.2% | $95+81.0% |