Filed November 10, 2014
Total covered: 6 employees
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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,419 | $69,763+92.7% | $67,502+99.1% | $74,495+80.4% |
| Participation rate | 96.7% | 71.4%+25.3pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 15.29% | -40.34%+55.6pp | 3512.12%-3496.8pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $8,440 | $2,704+212.2% | $2,731+209.1% | $2,623+221.8% |
| Participant deferral / active EE | $10,319 | $3,636+183.8% | $4,000+158.0% | $4,346+137.4% |
| Admin fee / account holder | $62 | $896-93.1% | $3,998-98.5% | $1,942-96.8% |