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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $83,572 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 64 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Recordkeeping Fees | $16,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,559 | $47,634-48.4% | $90,404-72.8% | $90,288-72.8% |
| Participation rate | 33.9% | 67.5%-33.6pp | 72.7%-38.8pp | 73.4%-39.5pp |
| Annual return | 13.50% | 19.61%-6.1pp | 1293.02%-1279.5pp | 53.97%-40.5pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $850 | $2,824-69.9% | $3,963-78.5% | $4,232-79.9% |
| Admin fee / account holder | $40 | $106-62.0% | $5,611-99.3% | $114-64.7% |