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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,780 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 14 · EIN 91-1072394 | Plan Administrator | $12,226 |
CLS INVESTMENTS2 years Service code 27 · EIN 13-4109249 | Advisory (Plan) | $2,116 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 27 4211 S 102ND ST. · OMAHA, NE 68127 | Advisory (Plan) | $53 |
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 | $68,105 | $123,793-45.0% | $177,821-61.7% | $79,858-14.7% |
| Participation rate | 89.5% | 84.7%+4.8pp | 87.7%+1.8pp | 69.6%+19.8pp |
| Annual return | 12.46% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $6,255 | $4,095+52.7% | $5,918+5.7% | $2,471+153.2% |
| Participant deferral / active EE | $4,178 | $5,956-29.9% | $7,714-45.8% | $3,740+11.7% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |