Filed July 27, 2015 (most recent of 2 filings on file)
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 Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $29,103 |
Service code 49 · EIN 20-2052994 | Other Services | $22,608 |
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 | $21,107 | $74,089-71.5% | $133,980-84.2% | $55,167-61.7% |
| Participation rate | 99.5% | 84.3%+15.2pp | 87.1%+12.4pp | 69.0%+30.5pp |
| Annual return | 22.88% | 12.11%+10.8pp | 29.30%-6.4pp | 169.23%-146.3pp |
| Employer contribution / active EE | $4,779 | $3,064+56.0% | $5,211-8.3% | $1,963+143.5% |
| Participant deferral / active EE | $3,633 | $4,678-22.3% | $6,282-42.2% | $3,054+18.9% |
| Admin fee / account holder | $118 | $458-74.2% | $9,324-98.7% | $504-76.5% |