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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $53,997 |
Service code 49 · EIN 20-2052994 | Other Services | $43,328 |
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 | $30,066 | $79,523-62.2% | $140,016-78.5% | $56,287-46.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.85% | 2.39%-8.2pp | 651.12%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $5,604 | $3,350+67.3% | $5,6060% | $2,111+165.5% |
| Participant deferral / active EE | $4,503 | $5,129-12.2% | $6,927-35.0% | $3,350+34.4% |
| Admin fee / account holder | $186 | $614-69.7% | $10,705-98.3% | $521-64.3% |