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 |
|---|---|---|
NATIONWIDE3+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $49,993 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 22 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Insurance Broker | $9,988 |
ALLIANCE BENEFIT GROUP3+ years Service code 64 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping Fees | $9,107 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $38,510 | $81,537-52.8% | $149,718-74.3% | $69,631-44.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 14.15% | 22.79%-8.6pp | 1501.63%-1487.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $1,329 | $3,239-59.0% | $5,445-75.6% | $2,032-34.6% |
| Participant deferral / active EE | $2,631 | $4,994-47.3% | $6,569-59.9% | $3,224-18.4% |
| Admin fee / account holder | $192 | $107+80.1% | $11,283-98.3% | $110+74.3% |