Filed November 14, 1997
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 |
|---|---|---|
NATIONWIDE2+ years Service code 22 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Broker | $27,087 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA Service code 70 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Consulting Fees | $0 |
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 | $23,047 | $46,072-50.0% | $70,014-67.1% | $55,167-58.2% |
| Participation rate | 66.9% | 67.5%-0.6pp | 71.8%-4.9pp | 69.0%-2.1pp |
| Annual return | 6.62% | 8.68%-2.1pp | 12.99%-6.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $398 | $1,500-73.4% | $2,338-83.0% | $1,963-79.7% |
| Participant deferral / active EE | $1,109 | $2,344-52.7% | $2,931-62.2% | $3,054-63.7% |
| Admin fee / account holder | $251 | $428-41.4% | $4,380-94.3% | $504-50.3% |