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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $77,539 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 64 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Recordkeeping Fees | $15,788 |
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 | $22,942 | $44,794-48.8% | $90,281-74.6% | $77,787-70.5% |
| Participation rate | 28.4% | 66.6%-38.1pp | 73.3%-44.8pp | 73.2%-44.8pp |
| Annual return | 21.84% | 28.23%-6.4pp | 78.10%-56.3pp | 32.57%-10.7pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,854-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $668 | $2,642-74.7% | $3,885-82.8% | $3,967-83.2% |
| Admin fee / account holder | $39 | $94-58.3% | $5,351-99.3% | $100-60.6% |