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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,411 |
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 | $37,140 | $46,732-20.5% | $156,549-76.3% | $55,167-32.7% |
| Participation rate | 76.9% | 65.8%+11.1pp | 84.0%-7.2pp | 69.0%+7.9pp |
| Annual return | 8.13% | 17.72%-9.6pp | 32.23%-24.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,978 | $2,105+41.5% | $5,501-45.9% | $1,963+51.7% |
| Participant deferral / active EE | $2,842 | $2,204+29.0% | $4,871-41.6% | $3,054-6.9% |
| Admin fee / account holder | $6 | $418-98.6% | $13,027-100.0% | $504-98.8% |