Filed May 20, 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 |
|---|---|---|
NATIONWIDE3+ years Service code 65 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $13,192 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,176 | $89,739-77.5% | $149,718-86.5% | $62,292-67.6% |
| Participation rate | 76.1% | 85.1%-9.0pp | 87.1%-11.0pp | 69.5%+6.6pp |
| Annual return | 16.99% | 21.01%-4.0pp | 1501.63%-1484.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,215 | $3,233-62.4% | $5,445-77.7% | $2,042-40.5% |
| Participant deferral / active EE | $1,964 | $4,797-59.1% | $6,569-70.1% | $3,169-38.0% |
| Admin fee / account holder | $147 | $551-73.4% | $11,283-98.7% | $479-69.4% |