Filed September 12, 2006
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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $55,422 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,791 | $59,186+21.3% | $76,768-6.5% | $56,287+27.5% |
| Participation rate | 60.8% | 75.2%-14.4pp | 77.0%-16.1pp | 69.9%-9.0pp |
| Annual return | -3.27% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,540 | $1,759-12.4% | $2,485-38.0% | $2,111-27.1% |
| Participant deferral / active EE | $4,653 | $3,255+43.0% | $3,852+20.8% | $3,350+38.9% |
| Admin fee / account holder | $558 | $489+14.2% | $6,675-91.6% | $521+7.2% |