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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,265 |
HUNNEX AND SHOEMAKER, INC.4 years Service code 14 · EIN 91-1072394 | Plan Administrator | $12,657 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 27 · EIN 13-4109249 | Advisory (Plan) | $2,469 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE Service code 27 4211 S 102ND ST. · OMAHA, NE 68127 | Advisory (Plan) | $25 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,060 | $102,553-26.8% | $151,611-50.5% | $66,914+12.2% |
| Participation rate | 82.3% | 85.5%-3.2pp | 87.5%-5.2pp | 69.8%+12.5pp |
| Annual return | -9.04% | -10.82%+1.8pp | 3.33%-12.4pp | 1.58%-10.6pp |
| Employer contribution / active EE | $6,386 | $4,180+52.7% | $6,166+3.6% | $2,544+151.0% |
| Participant deferral / active EE | $4,382 | $6,641-34.0% | $8,363-47.6% | $4,237+3.4% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |