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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,689 |
HUNNEX AND SHOEMAKER, INC.5 years Service code 14 · EIN 91-1072394 | Plan Administrator | $12,476 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 27 · EIN 13-4109249 | Advisory (Plan) | $2,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,624 | $130,194-38.1% | $169,993-52.6% | $71,457+12.8% |
| Participation rate | 85.2% | 86.1%-1.0pp | 87.0%-1.8pp | 67.9%+17.2pp |
| Annual return | 16.31% | 20.37%-4.1pp | 53.37%-37.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $7,706 | $4,381+75.9% | $6,785+13.6% | $2,588+197.8% |
| Participant deferral / active EE | $4,391 | $6,923-36.6% | $10,408-57.8% | $4,289+2.4% |
| Admin fee / account holder | $52 | $966-94.7% | $12,815-99.6% | $1,587-96.8% |