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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,495 |
WIPFLI LLP9+ years Service code 15 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $24,091 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,545 | $100,227-8.7% | $169,993-46.1% | $74,419+23.0% |
| Participation rate | 89.7% | 87.3%+2.4pp | 87.0%+2.7pp | 70.7%+19.0pp |
| Annual return | 14.82% | 66.08%-51.3pp | 53.37%-38.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $2,535 | $4,263-40.5% | $6,785-62.6% | $2,637-3.9% |
| Participant deferral / active EE | $4,704 | $7,143-34.1% | $10,408-54.8% | $4,528+3.9% |
| Admin fee / account holder | $207 | $234-11.6% | $12,815-98.4% | $348-40.5% |