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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $51,652 |
Employer contribution per participant 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 | $58,526 | $111,608-47.6% | $177,821-67.1% | $73,409-20.3% |
| Participation rate | 89.7% | 87.9%+1.8pp | 87.7%+1.9pp | 72.2%+17.5pp |
| Annual return | 27.30% | 18.23%+9.1pp | 48.32%-21.0pp | 59.29%-32.0pp |
| Employer contribution / active EE | $786 | $3,796-79.3% | $5,918-86.7% | $2,234-64.8% |
| Participant deferral / active EE | $5,571 | $6,199-10.1% | $7,714-27.8% | $3,805+46.4% |
| Admin fee / account holder | $11 | $166-93.2% | $12,427-99.9% | $158-92.8% |