Filed October 18, 2004
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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $132,615 |
Service code 13 325 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Contract Administrator | $47,447 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $42,543 |
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 | $29,484 | $44,989-34.5% | $170,442-82.7% | $77,958-62.2% |
| Participation rate | 89.2% | 64.6%+24.6pp | 83.6%+5.6pp | 71.6%+17.6pp |
| Annual return | 14.27% | 19.61%-5.3pp | 205.93%-191.7pp | 20.87%-6.6pp |
| Employer contribution / active EE | $1,208 | $1,466-17.6% | $5,433-77.8% | $2,310-47.7% |
| Participant deferral / active EE | $1,246 | $2,208-43.5% | $4,939-74.8% | $3,537-64.8% |
| Admin fee / account holder | $146 | $69+111.5% | $13,880-98.9% | $97+49.8% |