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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432152220 | Recordkeeping | $14,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,938 | $59,186-71.4% | $76,768-77.9% | $56,287-69.9% |
| Participation rate | 56.8% | 75.2%-18.4pp | 77.0%-20.2pp | 69.9%-13.1pp |
| Annual return | 7.02% | 6.62%+0.4pp | 2.43%+4.6pp | -9.96%+17.0pp |
| Employer contribution / active EE | $993 | $1,759-43.5% | $2,485-60.0% | $2,111-52.9% |
| Participant deferral / active EE | $1,516 | $3,255-53.4% | $3,852-60.6% | $3,350-54.7% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |