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 |
|---|---|---|
NATIONWIDE6+ years Service code 73 · EIN 31-4156860 | Other insurance fees and expenses | $8,094 |
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 | $53,494 | $58,879-9.1% | $178,490-70.0% | $73,488-27.2% |
| Participation rate | 51.9% | 66.2%-14.4pp | 81.9%-30.1pp | 70.7%-18.8pp |
| Annual return | 14.97% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $735 | $2,236-67.1% | $5,011-85.3% | $2,270-67.6% |
| Participant deferral / active EE | $2,076 | $2,567-19.1% | $5,202-60.1% | $3,740-44.5% |
| Admin fee / account holder | $5 | $400-98.7% | $13,984-100.0% | $513-99.0% |