Filed April 9, 2018 (most recent of 2 filings on file)
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 Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $33,136 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,152 | $88,634+113.4% | $101,326+86.7% | $74,304+154.6% |
| Participation rate | 99.5% | 76.9%+22.6pp | 81.5%+18.0pp | 60.3%+39.1pp |
| Annual return | 18.45% | 33.10%-14.6pp | 36.82%-18.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $10,548 | $2,930+260.0% | $3,665+187.8% | $2,241+370.7% |
| Participant deferral / active EE | $9,152 | $7,322+25.0% | $7,994+14.5% | $3,767+142.9% |
| Admin fee / account holder | $111 | $2,425-95.4% | $11,185-99.0% | $2,969-96.3% |