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 | $82,879+128.2% | $96,576+95.9% | $67,986+178.2% |
| Participation rate | 99.5% | 75.2%+24.3pp | 81.4%+18.0pp | 57.2%+42.3pp |
| Annual return | 18.45% | 36.90%-18.4pp | 38.47%-20.0pp | 31.67%-13.2pp |
| Employer contribution / active EE | $10,548 | $2,727+286.8% | $3,553+196.9% | $2,019+422.5% |
| Participant deferral / active EE | $9,152 | $6,976+31.2% | $7,956+15.0% | $3,358+172.5% |
| Admin fee / account holder | $111 | $2,783-96.0% | $11,381-99.0% | $3,203-96.5% |