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 |
|---|---|---|
NATIONWIDE4+ years Service code 22 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Broker | $29,140 |
CETERA ADVISOR NETWORKS LLC4+ years Filed as: CETERA Service code 70 ATTN ANNUITY COMMISSIONS · ST. CLOUD, MN 56301 | Consulting Fees | $610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,197 | $43,504-42.1% | $68,793-63.4% | $56,287-55.2% |
| Participation rate | 70.6% | 67.8%+2.8pp | 72.2%-1.6pp | 69.9%+0.8pp |
| Annual return | -8.77% | -3.15%-5.6pp | -4.63%-4.1pp | -9.96%+1.2pp |
| Employer contribution / active EE | $439 | $1,525-71.2% | $2,625-83.3% | $2,111-79.2% |
| Participant deferral / active EE | $1,201 | $2,509-52.1% | $3,311-63.7% | $3,350-64.1% |
| Admin fee / account holder | $341 | $515-33.9% | $5,131-93.4% | $521-34.6% |