Filed August 5, 1992
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 9-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 432152220 | Recordkeeping | $12,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,393 | $64,909-76.3% | $82,313-81.3% | $62,292-75.3% |
| Participation rate | 62.1% | 74.9%-12.8pp | 76.9%-14.8pp | 69.5%-7.4pp |
| Annual return | 30.78% | 21.18%+9.6pp | 25.88%+4.9pp | 28.90%+1.9pp |
| Employer contribution / active EE | $1,033 | $1,676-38.4% | $2,428-57.5% | $2,042-49.4% |
| Participant deferral / active EE | $1,543 | $3,103-50.3% | $3,706-58.4% | $3,169-51.3% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |