Filed December 30, 1996
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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $94,051 | $237,565-60.4% | $141,162-33.4% | - |
| Participation rate | 88.9% | 70.1%+18.7pp | 82.5%+6.4pp | - |
| Annual return | 20.41% | 19.47%+0.9pp | 71.39%-51.0pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,735-100.0% | - |
| Participant deferral / active EE | $6,248 | $5,165+21.0% | $6,709-6.9% | - |
| Admin fee / account holder | $343 | $15,211-97.7% | $10,261-96.7% | - |