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 |
|---|---|---|
NATIONWIDE3+ years Service code 73 · EIN 31-1456830 | Other insurance fees and expenses | $14,229 |
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 | $46,311 | $55,453-16.5% | $170,442-72.8% | $62,292-25.7% |
| Participation rate | 36.2% | 66.4%-30.1pp | 83.6%-47.4pp | 69.5%-33.3pp |
| Annual return | 15.13% | 21.38%-6.2pp | 205.93%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,927 | $2,303-16.3% | $4,939-61.0% | $3,169-39.2% |
| Admin fee / account holder | $83 | $455-81.8% | $13,880-99.4% | $479-82.7% |