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 |
|---|---|---|
NATIONWIDE2+ years Service code 73 · EIN 31-1456830 | Other insurance fees and expenses | $21,475 |
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 | $42,663 | $46,732-8.7% | $156,549-72.7% | $55,167-22.7% |
| Participation rate | 35.5% | 65.8%-30.3pp | 84.0%-48.5pp | 69.0%-33.5pp |
| Annual return | 10.82% | 17.72%-6.9pp | 32.23%-21.4pp | 169.23%-158.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,763 | $2,204-20.0% | $4,871-63.8% | $3,054-42.3% |
| Admin fee / account holder | $118 | $418-71.8% | $13,027-99.1% | $504-76.6% |