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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $89,133 |
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 | $67,365 | $129,021-47.8% | $184,203-63.4% | $77,643-13.2% |
| Participation rate | 88.0% | 87.3%+0.7pp | 86.8%+1.2pp | 70.6%+17.4pp |
| Annual return | 13.27% | 33.27%-20.0pp | 28.81%-15.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $771 | $4,413-82.5% | $6,427-88.0% | $2,726-71.7% |
| Participant deferral / active EE | $6,098 | $7,297-16.4% | $9,131-33.2% | $4,647+31.2% |
| Admin fee / account holder | $51 | $254-80.0% | $13,901-99.6% | $430-88.2% |