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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,937 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,601 | $89,739-21.3% | $149,718-52.8% | $62,292+13.3% |
| Participation rate | 75.2% | 85.1%-9.9pp | 87.1%-11.9pp | 69.5%+5.7pp |
| Annual return | 13.26% | 21.01%-7.8pp | 1501.63%-1488.4pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,680 | $3,233-48.0% | $5,445-69.1% | $2,042-17.7% |
| Participant deferral / active EE | $3,334 | $4,797-30.5% | $6,569-49.2% | $3,169+5.2% |
| Admin fee / account holder | $47 | $551-91.5% | $11,283-99.6% | $479-90.2% |