Filed June 17, 1999
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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $75,702 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 64 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Recordkeeping Fees | $16,491 |
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 | $19,258 | $37,884-49.2% | $79,464-75.8% | $75,289-74.4% |
| Participation rate | 34.9% | 65.0%-30.1pp | 73.3%-38.4pp | 72.4%-37.5pp |
| Annual return | -4.34% | 1.06%-5.4pp | 718.14%-722.5pp | -0.04%-4.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $747 | $2,569-70.9% | $3,704-79.8% | $3,739-80.0% |
| Admin fee / account holder | $47 | $77-38.0% | $5,113-99.1% | $102-53.6% |