Filed August 15, 2018 (most recent of 2 filings on file)
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 | $44,138 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $15,794 |
Service code 15 | Recordkeeping | $5,213 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,581 | $62,928-40.3% | $172,739-78.2% | $67,579-44.4% |
| Participation rate | 86.6% | 64.5%+22.1pp | 82.6%+3.9pp | 71.3%+15.3pp |
| Annual return | 14.11% | 30.36%-16.2pp | 802.84%-788.7pp | 378.56%-364.4pp |
| Employer contribution / active EE | $1,734 | $1,636+6.0% | $5,143-66.3% | $2,148-19.3% |
| Participant deferral / active EE | $2,686 | $2,145+25.3% | $5,198-48.3% | $3,539-24.1% |
| Admin fee / account holder | $82 | $167-51.0% | $13,954-99.4% | $142-42.6% |