Filed February 8, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,289 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,224 | $59,417-42.4% | $93,606-63.4% | $74,495-54.1% |
| Participation rate | 72.5% | 59.7%+12.9pp | 68.7%+3.8pp | 67.2%+5.3pp |
| Annual return | 22.16% | 81.83%-59.7pp | 133.20%-111.0pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $1,203 | $1,264-4.8% | $2,420-50.3% | $2,623-54.1% |
| Participant deferral / active EE | $3,253 | $3,050+6.7% | $4,411-26.3% | $4,346-25.1% |
| Admin fee / account holder | $128 | $3,021-95.7% | $8,285-98.4% | $1,942-93.4% |