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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $112,248 |
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 | $39,609 | $46,173-14.2% | $170,442-76.8% | $69,631-43.1% |
| Participation rate | 43.6% | 63.9%-20.3pp | 83.6%-40.0pp | 70.7%-27.1pp |
| Annual return | 12.97% | 21.62%-8.7pp | 205.93%-193.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $687 | $1,610-57.3% | $5,433-87.4% | $2,032-66.2% |
| Participant deferral / active EE | $1,105 | $2,080-46.9% | $4,939-77.6% | $3,224-65.7% |
| Admin fee / account holder | $16 | $116-86.5% | $13,880-99.9% | $110-85.8% |