Filed March 26, 2010
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 year Service code 27 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $2,925 |
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 | $30,813 | $72,277-57.4% | $101,248-69.6% | $79,858-61.4% |
| Participation rate | 81.1% | 68.5%+12.6pp | 75.8%+5.3pp | 69.6%+11.4pp |
| Annual return | 7.52% | 22.30%-14.8pp | 46.47%-39.0pp | 31.71%-24.2pp |
| Employer contribution / active EE | $7,784 | $2,692+189.2% | $3,660+112.7% | $2,471+215.0% |
| Participant deferral / active EE | $1,961 | $3,282-40.3% | $4,370-55.1% | $3,740-47.6% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |