Filed August 4, 2015
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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,376 | $62,928-45.4% | $172,739-80.1% | $67,579-49.1% |
| Participation rate | 22.4% | 64.5%-42.1pp | 82.6%-60.3pp | 71.3%-48.9pp |
| Annual return | 22.53% | 30.36%-7.8pp | 802.84%-780.3pp | 378.56%-356.0pp |
| Employer contribution / active EE | $165 | $1,636-89.9% | $5,143-96.8% | $2,148-92.3% |
| Participant deferral / active EE | $1,201 | $2,145-44.0% | $5,198-76.9% | $3,539-66.1% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |