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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,446 |
WIPFLI LLP8+ years Service code 15 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $25,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,489 | $86,897-13.1% | $151,611-50.2% | $64,808+16.5% |
| Participation rate | 91.0% | 87.3%+3.8pp | 87.5%+3.5pp | 71.5%+19.6pp |
| Annual return | -14.89% | -3.57%-11.3pp | 3.33%-18.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,404 | $4,010-40.0% | $6,166-61.0% | $2,506-4.0% |
| Participant deferral / active EE | $4,334 | $6,690-35.2% | $8,363-48.2% | $4,310+0.5% |
| Admin fee / account holder | $69 | $153-55.1% | $11,616-99.4% | $188-63.5% |