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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $41,365 |
Service code 49 · EIN 20-2052994 | Other Services | $33,812 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,411 | $89,739-69.5% | $149,718-81.7% | $62,292-56.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.79% | 21.01%-3.2pp | 1501.63%-1483.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $5,146 | $3,233+59.2% | $5,445-5.5% | $2,042+152.0% |
| Participant deferral / active EE | $3,779 | $4,797-21.2% | $6,569-42.5% | $3,169+19.2% |
| Admin fee / account holder | $153 | $551-72.2% | $11,283-98.6% | $479-68.1% |