Filed June 14, 2006
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 | $83,013 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES ST, STE 100 · OMAHA, NE 68130 | Recordkeeping | $22,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,835 | $44,059-30.0% | $71,671-57.0% | $69,631-55.7% |
| Participation rate | 66.9% | 60.8%+6.2pp | 68.7%-1.8pp | 70.7%-3.8pp |
| Annual return | 42.73% | 21.97%+20.8pp | 20.65%+22.1pp | 27571.02%-27528.3pp |
| Employer contribution / active EE | $810 | $1,305-38.0% | $2,460-67.1% | $2,032-60.2% |
| Participant deferral / active EE | $1,981 | $2,370-16.4% | $3,438-42.4% | $3,224-38.5% |
| Admin fee / account holder | $57 | $108-46.9% | $5,558-99.0% | $110-48.3% |