Filed December 20, 2012
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 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $8,408 |
Filed as: ALLIANT INSURANCE SERVICES Service code 14 · EIN 33-0785439 320 WEST 57TH STREET-5TH FLOOR · NEW YORK, NY 100193705 | Plan Administrator | $6,987 |
CETERA ADVISOR NETWORKS LLC2 years Service code 14 | Plan Administrator | $5,622 |
NATIONWIDE3+ years Service code 13 | Contract Administrator | $423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,804 | $57,976-58.9% | $62,995-62.2% | $62,292-61.8% |
| Participation rate | 49.1% | 75.9%-26.8pp | 74.8%-25.7pp | 69.5%-20.4pp |
| Annual return | 8.51% | 17.54%-9.0pp | 87.57%-79.1pp | 28.90%-20.4pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $685 | $2,956-76.8% | $3,329-79.4% | $3,169-78.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |