Filed April 13, 2007 (most recent of 2 filings on file)
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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,889 |
Service code 14 · EIN 91-1072394 | Plan Administrator | $12,594 |
CLS INVESTMENTS1 year Service code 27 · EIN 13-4109249 | Advisory (Plan) | $1,792 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 27 4211 S 102ND ST. · OMAHA, NE 68127 | Advisory (Plan) | $119 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $61,991 | $98,982-37.4% | $162,163-61.8% | $65,185-4.9% |
| Participation rate | 79.2% | 85.8%-6.6pp | 87.6%-8.3pp | 70.2%+9.0pp |
| Annual return | 27.14% | 24.84%+2.3pp | 115.59%-88.4pp | 29.38%-2.2pp |
| Employer contribution / active EE | $4,843 | $3,467+39.7% | $5,614-13.7% | $2,177+122.5% |
| Participant deferral / active EE | $3,244 | $5,384-39.7% | $7,298-55.5% | $3,514-7.7% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |