Filed February 21, 2019
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $23,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,273 | $46,732-52.3% | $156,549-85.8% | $55,167-59.6% |
| Participation rate | 41.5% | 65.8%-24.3pp | 84.0%-42.5pp | 69.0%-27.5pp |
| Annual return | 6.41% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $661 | $2,105-68.6% | $5,501-88.0% | $1,963-66.3% |
| Participant deferral / active EE | $1,166 | $2,204-47.1% | $4,871-76.1% | $3,054-61.8% |
| Admin fee / account holder | $239 | $418-42.8% | $13,027-98.2% | $504-52.5% |