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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,584 | $50,643-13.9% | $106,619-59.1% | $55,167-21.0% |
| Participation rate | 45.3% | 65.6%-20.2pp | 78.0%-32.7pp | 69.0%-23.6pp |
| Annual return | 7.69% | 7.02%+0.7pp | 9.42%-1.7pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,338 | $1,626-17.7% | $3,947-66.1% | $1,963-31.8% |
| Participant deferral / active EE | $2,579 | $2,208+16.8% | $3,930-34.4% | $3,054-15.6% |
| Admin fee / account holder | $10 | $488-98.0% | $6,418-99.8% | $504-98.0% |