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 |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $54,227 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,173 | $111,491-40.6% | $189,513-65.1% | $86,799-23.8% |
| Participation rate | 92.4% | 87.3%+5.1pp | 87.8%+4.6pp | 72.3%+20.2pp |
| Annual return | 16.67% | 83.50%-66.8pp | 555.15%-538.5pp | 97.91%-81.2pp |
| Employer contribution / active EE | $819 | $3,951-79.3% | $6,162-86.7% | $2,405-66.0% |
| Participant deferral / active EE | $6,040 | $6,437-6.2% | $8,221-26.5% | $4,131+46.2% |
| Admin fee / account holder | $3 | $189-98.7% | $12,045-100.0% | $170-98.5% |