Filed December 2, 2011
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 Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $16,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,651 | $36,916-60.3% | $156,549-90.6% | $57,658-74.6% |
| Participation rate | 27.1% | 63.4%-36.4pp | 84.0%-57.0pp | 70.2%-43.2pp |
| Annual return | 6.71% | 12.38%-5.7pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $395 | $1,571-74.9% | $5,501-92.8% | $1,974-80.0% |
| Participant deferral / active EE | $700 | $1,926-63.7% | $4,871-85.6% | $3,061-77.1% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |