Filed April 19, 2008
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 Filed as: NATIONWIDE LIFE Service code 13 · EIN 31-4156830 P.O. BOX 182021 · COLUMBUS, OH 43218 | Contract Administrator | $7,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,423 | $46,732-60.6% | $156,549-88.2% | $55,167-66.6% |
| Participation rate | 37.0% | 65.8%-28.8pp | 84.0%-47.0pp | 69.0%-32.0pp |
| Annual return | 1.31% | 17.72%-16.4pp | 32.23%-30.9pp | 169.23%-167.9pp |
| Employer contribution / active EE | $588 | $2,105-72.1% | $5,501-89.3% | $1,963-70.1% |
| Participant deferral / active EE | $667 | $2,204-69.7% | $4,871-86.3% | $3,054-78.2% |
| Admin fee / account holder | $13 | $418-97.0% | $13,027-99.9% | $504-97.5% |