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 |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $7,470 |
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 | $73,138 | $100,227-27.0% | $169,993-57.0% | $74,419-1.7% |
| Participation rate | 87.6% | 87.3%+0.3pp | 87.0%+0.6pp | 70.7%+16.9pp |
| Annual return | 18.56% | 66.08%-47.5pp | 53.37%-34.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $798 | $4,263-81.3% | $6,785-88.2% | $2,637-69.8% |
| Participant deferral / active EE | $5,897 | $7,143-17.4% | $10,408-43.3% | $4,528+30.2% |
| Admin fee / account holder | $9 | $234-96.1% | $12,815-99.9% | $348-97.4% |