Filed August 29, 2006
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 Filed as: NATIONWIDE TRUST COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,884 |
Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52555 | Other fees; Securities brokerage | $20,132 |
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 | $106,005 | $57,976+82.8% | $62,995+68.3% | $62,292+70.2% |
| Participation rate | 78.4% | 75.9%+2.5pp | 74.8%+3.6pp | 69.5%+8.9pp |
| Annual return | 14.95% | 17.54%-2.6pp | 87.57%-72.6pp | 28.90%-14.0pp |
| Employer contribution / active EE | $4,065 | $2,415+68.4% | $2,759+47.4% | $2,042+99.1% |
| Participant deferral / active EE | $3,805 | $2,956+28.7% | $3,329+14.3% | $3,169+20.1% |
| Admin fee / account holder | $97 | $276-64.8% | $3,600-97.3% | $479-79.7% |