Filed December 3, 2015
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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,107 | $53,777-31.0% | $134,143-72.3% | $79,858-53.5% |
| Participation rate | 98.6% | 58.8%+39.8pp | 72.2%+26.4pp | 69.6%+28.9pp |
| Annual return | 10.32% | 19.01%-8.7pp | 36.33%-26.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $995 | $1,321-24.7% | $3,704-73.1% | $2,471-59.7% |
| Participant deferral / active EE | $1,703 | $2,420-29.6% | $3,499-51.3% | $3,740-54.5% |
| Admin fee / account holder | $224 | $3,984-94.4% | $6,684-96.6% | $5,306-95.8% |