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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $86,546 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 64 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Recordkeeping Fees | $22,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,654 | $43,113-68.3% | $82,719-83.5% | $77,904-82.5% |
| Participation rate | 44.2% | 63.8%-19.6pp | 72.6%-28.3pp | 73.7%-29.5pp |
| Annual return | -15.62% | 2.60%-18.2pp | 701.18%-716.8pp | 12.21%-27.8pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $771 | $3,057-74.8% | $4,395-82.4% | $4,806-84.0% |
| Admin fee / account holder | $0 | $102-100.0% | $5,329-100.0% | $133-100.0% |