Filed November 9, 2005
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 Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,492 |
NFP RETIREMENT INC5 years Filed as: NFP CORPORATE SERVICES Service code 27 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Advisory (Plan) | $2,636 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,035 | $57,281-49.3% | $86,612-66.5% | $75,163-61.4% |
| Participation rate | 90.4% | 63.2%+27.2pp | 71.7%+18.7pp | 67.2%+23.2pp |
| Annual return | -3.12% | 2670.75%-2673.9pp | 591.07%-594.2pp | 160.62%-163.7pp |
| Employer contribution / active EE | $183 | $2,314-92.1% | $3,022-94.0% | $2,670-93.2% |
| Participant deferral / active EE | $1,436 | $3,318-56.7% | $4,438-67.6% | $4,125-65.2% |
| Admin fee / account holder | $4,022 | $4,112-2.2% | $5,614-28.4% | $5,651-28.8% |