Filed February 2, 2013
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $107,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,963 | $36,916-5.3% | $156,549-77.7% | $57,658-39.4% |
| Participation rate | 44.6% | 63.4%-18.8pp | 84.0%-39.4pp | 70.2%-25.6pp |
| Annual return | 5.46% | 12.38%-6.9pp | 32.23%-26.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $695 | $1,571-55.8% | $5,501-87.4% | $1,974-64.8% |
| Participant deferral / active EE | $1,134 | $1,926-41.1% | $4,871-76.7% | $3,061-63.0% |
| Admin fee / account holder | $45 | $82-46.0% | $13,027-99.7% | $95-52.9% |