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 |
|---|---|---|
Service code 49 · EIN 20-2052994 | Other Services | $90,368 |
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $71,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,186 | $86,897-48.0% | $151,611-70.2% | $64,808-30.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -15.34% | -3.57%-11.8pp | 3.33%-18.7pp | 32.82%-48.2pp |
| Employer contribution / active EE | $6,013 | $4,010+49.9% | $6,166-2.5% | $2,506+140.0% |
| Participant deferral / active EE | $4,203 | $6,690-37.2% | $8,363-49.7% | $4,310-2.5% |
| Admin fee / account holder | $261 | $153+70.9% | $11,616-97.7% | $188+39.2% |