Filed April 16, 2018
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 | $35,043 |
KEATING & ASSOCIATES, INC.1+ years Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $2,300 |
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 | $65,123 | $70,002-7.0% | $115,037-43.4% | $52,331+24.4% |
| Participation rate | 83.5% | 72.1%+11.4pp | 81.4%+2.1pp | 68.1%+15.4pp |
| Annual return | 4.43% | 4.04%+0.4pp | 26.14%-21.7pp | 4.54%-0.1pp |
| Employer contribution / active EE | $4,377 | $2,715+61.2% | $4,608-5.0% | $1,882+132.6% |
| Participant deferral / active EE | $4,428 | $4,920-10.0% | $6,026-26.5% | $3,022+46.5% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-97.9% |