Filed November 22, 2004
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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,051 | $47,969-4.0% | $85,969-46.4% | $52,331-12.0% |
| Participation rate | 43.7% | 61.7%-18.0pp | 76.5%-32.8pp | 68.1%-24.4pp |
| Annual return | -0.36% | -0.13%-0.2pp | 9.32%-9.7pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,015 | $1,460-30.5% | $3,474-70.8% | $1,882-46.1% |
| Participant deferral / active EE | $2,146 | $2,110+1.7% | $3,829-43.9% | $3,022-29.0% |
| Admin fee / account holder | $22 | $530-95.9% | $6,053-99.6% | $592-96.3% |