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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,392 |
KEATING & ASSOCIATES, INC.3+ years Service code 15 1011 POYNTZ AVE. · MANHATTAN, KS 665025458 | Recordkeeping | $18,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,392 | $69,305-47.5% | $82,313-55.8% | $69,631-47.7% |
| Participation rate | 87.2% | 80.3%+7.0pp | 76.9%+10.3pp | 70.7%+16.6pp |
| Annual return | 16.71% | 21.47%-4.8pp | 25.88%-9.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,070 | $1,887-43.3% | $2,428-55.9% | $2,032-47.4% |
| Participant deferral / active EE | $2,467 | $3,568-30.9% | $3,706-33.4% | $3,224-23.5% |
| Admin fee / account holder | $66 | $97-31.7% | $5,608-98.8% | $110-39.9% |