Filed April 30, 2005
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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $29,999 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,303 | $71,802-55.0% | $133,980-75.9% | $57,658-44.0% |
| Participation rate | 92.5% | 85.5%+7.0pp | 87.1%+5.4pp | 70.2%+22.3pp |
| Annual return | 13.25% | 13.51%-0.3pp | 29.30%-16.0pp | 5.13%+8.1pp |
| Employer contribution / active EE | $672 | $3,161-78.7% | $5,211-87.1% | $1,974-66.0% |
| Participant deferral / active EE | $4,055 | $4,606-12.0% | $6,282-35.4% | $3,061+32.5% |
| Admin fee / account holder | $7 | $88-92.5% | $9,324-99.9% | $95-93.0% |