Filed February 12, 2012
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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,498 |
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 | $33,970 | $46,360-26.7% | $147,614-77.0% | $52,331-35.1% |
| Participation rate | 74.8% | 64.9%+9.9pp | 84.6%-9.8pp | 68.1%+6.7pp |
| Annual return | 0.92% | 1.62%-0.7pp | 61.98%-61.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,559 | $2,126+20.4% | $5,564-54.0% | $1,882+36.0% |
| Participant deferral / active EE | $2,499 | $2,258+10.7% | $4,895-48.9% | $3,022-17.3% |
| Admin fee / account holder | $10 | $766-98.7% | $11,611-99.9% | $592-98.4% |