Filed May 22, 1
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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,539 |
WIPFLI LLP6+ years Service code 15 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $26,369 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,494 | $111,608-30.6% | $177,821-56.4% | $73,409+5.6% |
| Participation rate | 91.5% | 87.9%+3.7pp | 87.7%+3.8pp | 72.2%+19.4pp |
| Annual return | 10.69% | 18.23%-7.5pp | 48.32%-37.6pp | 59.29%-48.6pp |
| Employer contribution / active EE | $2,263 | $3,796-40.4% | $5,918-61.8% | $2,234+1.3% |
| Participant deferral / active EE | $3,951 | $6,199-36.3% | $7,714-48.8% | $3,805+3.8% |
| Admin fee / account holder | $79 | $166-52.2% | $12,427-99.4% | $158-49.9% |