Filed December 12, 2016
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+ years Service code 73 · EIN 31-1456830 | Other insurance fees and expenses | $516 |
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.
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 | $41,142 | $46,360-11.3% | $147,614-72.1% | $52,331-21.4% |
| Participation rate | 37.2% | 64.9%-27.8pp | 84.6%-47.5pp | 68.1%-30.9pp |
| Annual return | 0.43% | 1.62%-1.2pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,836 | $2,258-18.7% | $4,895-62.5% | $3,022-39.3% |
| Admin fee / account holder | $3 | $766-99.6% | $11,611-100.0% | $592-99.5% |