Filed February 6, 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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $66,025 |
KEATING & ASSOCIATES, INC.2+ years Service code 15 1011 POYNTZ AVE. · MANHATTAN, KS 665025458 | Recordkeeping | $11,341 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,289 | $63,905-52.6% | $74,183-59.2% | $57,658-47.5% |
| Participation rate | 83.9% | 79.8%+4.1pp | 76.6%+7.3pp | 70.2%+13.7pp |
| Annual return | 8.42% | 60.60%-52.2pp | 17.74%-9.3pp | 5.13%+3.3pp |
| Employer contribution / active EE | $841 | $1,840-54.3% | $2,370-64.5% | $1,974-57.4% |
| Participant deferral / active EE | $1,958 | $3,448-43.2% | $3,550-44.8% | $3,061-36.0% |
| Admin fee / account holder | $49 | $91-46.0% | $5,586-99.1% | $95-48.0% |