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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $93,173 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES ST, STE 100 · OMAHA, NE 68130 | Recordkeeping | $29,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,603 | $41,467-31.0% | $67,313-57.5% | $55,725-48.7% |
| Participation rate | 64.6% | 62.5%+2.1pp | 69.1%-4.5pp | 70.9%-6.3pp |
| Annual return | -7.66% | 0.82%-8.5pp | -4.08%-3.6pp | 244.93%-252.6pp |
| Employer contribution / active EE | $801 | $1,316-39.2% | $2,566-68.8% | $2,078-61.5% |
| Participant deferral / active EE | $2,089 | $2,399-12.9% | $3,568-41.4% | $3,356-37.7% |
| Admin fee / account holder | $70 | $102-31.7% | $4,507-98.5% | $115-39.5% |