Filed June 14, 2006
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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 73215 | Contract Administrator | $33,962 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,026 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,753 | $65,908+297.2% | $81,812+219.9% | $77,643+237.1% |
| Participation rate | 98.5% | 65.8%+32.7pp | 72.3%+26.1pp | 70.6%+27.9pp |
| Annual return | 14.30% | 26.64%-12.3pp | 773.79%-759.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $21,279 | $2,370+797.7% | $2,912+630.7% | $2,726+680.7% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $47 | $526-91.1% | $7,386-99.4% | $430-89.2% |