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 |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $110,538 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,552 | $100,227-29.6% | $169,993-58.5% | $74,419-5.2% |
| Participation rate | 91.2% | 87.3%+3.8pp | 87.0%+4.2pp | 70.7%+20.4pp |
| Annual return | 18.17% | 66.08%-47.9pp | 53.37%-35.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $5,699 | $4,263+33.7% | $6,785-16.0% | $2,637+116.1% |
| Participant deferral / active EE | $4,082 | $7,143-42.9% | $10,408-60.8% | $4,528-9.8% |
| Admin fee / account holder | $367 | $234+56.6% | $12,815-97.1% | $348+5.6% |