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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,933 | $52,660-75.4% | $86,612-85.1% | $80,160-83.9% |
| Participation rate | 52.8% | 62.4%-9.6pp | 71.7%-18.9pp | 72.9%-20.1pp |
| Annual return | 15.79% | 24.87%-9.1pp | 591.07%-575.3pp | 40.38%-24.6pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $861 | $3,215-73.2% | $4,438-80.6% | $5,017-82.8% |
| Admin fee / account holder | $42 | $113-63.0% | $5,614-99.3% | $145-71.2% |