Filed January 2, 2014
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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,585 | $60,323+86.6% | $81,812+37.6% | $74,495+51.1% |
| Participation rate | 98.0% | 62.9%+35.1pp | 72.3%+25.6pp | 67.2%+30.8pp |
| Annual return | 20.21% | 16.90%+3.3pp | 773.79%-753.6pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $7,386 | $2,620+181.9% | $2,912+153.6% | $2,623+181.6% |
| Participant deferral / active EE | $9,319 | $3,387+175.1% | $4,319+115.8% | $4,346+114.4% |
| Admin fee / account holder | $45 | $1,486-97.0% | $7,386-99.4% | $1,942-97.7% |