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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,204 |
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 | $68,816 | $74,089-7.1% | $133,980-48.6% | $55,167+24.7% |
| Participation rate | 76.2% | 84.3%-8.1pp | 87.1%-10.9pp | 69.0%+7.2pp |
| Annual return | 7.88% | 12.11%-4.2pp | 29.30%-21.4pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,838 | $3,064-40.0% | $5,211-64.7% | $1,963-6.4% |
| Participant deferral / active EE | $3,464 | $4,678-26.0% | $6,282-44.9% | $3,054+13.4% |
| Admin fee / account holder | $50 | $458-89.2% | $9,324-99.5% | $504-90.2% |