Filed February 22, 2006
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 | $29,735 |
HUNTINGTON NATIONAL BANK1+ years Service code 16 41 S. HIGH STREET · COLUMBUS, OH 43215 | Consulting | $16,630 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,397 | $37,117-80.1% | $147,614-95.0% | $55,191-86.6% |
| Participation rate | 70.4% | 63.6%+6.8pp | 84.6%-14.2pp | 69.2%+1.3pp |
| Annual return | -0.13% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $642 | $1,620-60.4% | $5,564-88.5% | $1,899-66.2% |
| Participant deferral / active EE | $859 | $1,985-56.7% | $4,895-82.5% | $3,046-71.8% |
| Admin fee / account holder | $102 | $86+19.6% | $11,611-99.1% | $91+12.7% |