Filed May 16, 2005
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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,963 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,537 | $82,032-15.2% | $123,104-43.5% | $59,632+16.6% |
| Participation rate | 82.5% | 83.2%-0.7pp | 86.8%-4.3pp | 68.7%+13.8pp |
| Annual return | 0.52% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,545 | $3,297-22.8% | $5,151-50.6% | $2,203+15.5% |
| Participant deferral / active EE | $4,207 | $4,667-9.8% | $6,230-32.5% | $3,192+31.8% |
| Admin fee / account holder | $42 | $5,881-99.3% | $9,015-99.5% | $4,297-99.0% |