Filed April 19, 2012
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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $54,495 |
NATIONWIDE3 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 27 115 W. CENTURY RD., STE. 360 · PARAMUS, NJ 07652 | Advisory (Plan) | $0 |
NPA ASSET MANAGEMENT2 years Filed as: NPA INSURANCE AGENCY Service code 22 115 W. CENTURY RD., STE. 360 · PARAMUS, NJ 07652 | Insurance Broker | $0 |
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 | $50,719 | $77,813-34.8% | $123,544-58.9% | $64,186-21.0% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.3%+13.4pp | 69.6%+26.1pp |
| Annual return | -5.69% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $967 | $3,014-67.9% | $4,628-79.1% | $2,381-59.4% |
| Participant deferral / active EE | $3,602 | $5,240-31.3% | $6,426-43.9% | $3,470+3.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |