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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $112,576 |
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 | $37,327 | $37,196+0.4% | $154,107-75.8% | $55,725-33.0% |
| Participation rate | 45.9% | 64.1%-18.2pp | 83.0%-37.2pp | 70.9%-25.0pp |
| Annual return | -4.18% | 1319.68%-1323.9pp | 735.12%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $710 | $1,614-56.0% | $5,298-86.6% | $2,078-65.8% |
| Participant deferral / active EE | $1,164 | $2,068-43.7% | $5,081-77.1% | $3,356-65.3% |
| Admin fee / account holder | $16 | $102-84.3% | $13,411-99.9% | $115-86.1% |