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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $57,110 |
Service code 49 · EIN 20-2052994 | Other Services | $53,956 |
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 | $37,129 | $98,982-62.5% | $162,163-77.1% | $65,185-43.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 24.92% | 24.84%+0.1pp | 115.59%-90.7pp | 29.38%-4.5pp |
| Employer contribution / active EE | $5,552 | $3,467+60.2% | $5,614-1.1% | $2,177+155.1% |
| Participant deferral / active EE | $4,302 | $5,384-20.1% | $7,298-41.0% | $3,514+22.4% |
| Admin fee / account holder | $199 | $596-66.6% | $10,843-98.2% | $847-76.5% |