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 |
|---|---|---|
NATIONWIDE3+ years Service code 22 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Broker | $29,369 |
Service code 16 · EIN 34-0677453 20325 FAIRVIEW CENTER DRIVE · FAIRVIEW PARK, OH 44126 | Consulting | $4,584 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA Service code 70 ATTN ANNUITY COMMISSIONS · ST. CLOUD, MN 56301 | Consulting Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,729 | $50,385-45.0% | $75,670-63.4% | $62,292-55.5% |
| Participation rate | 65.4% | 67.7%-2.4pp | 72.3%-7.0pp | 69.5%-4.2pp |
| Annual return | 15.96% | 19.90%-3.9pp | 27.34%-11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $419 | $1,537-72.8% | $2,352-82.2% | $2,042-79.5% |
| Participant deferral / active EE | $1,105 | $2,445-54.8% | $3,142-64.8% | $3,169-65.1% |
| Admin fee / account holder | $314 | $384-18.2% | $5,800-94.6% | $479-34.4% |