Filed January 20, 2004 (most recent of 4 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 Filed as: NATIOWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $56,623 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,326 | $26,906+5.3% | $61,373-53.8% | $77,904-63.6% |
| Participation rate | 78.0% | 33.4%+44.5pp | 52.6%+25.4pp | 73.7%+4.3pp |
| Annual return | -14.35% | -14.46%+0.1pp | 338.61%-353.0pp | 12.21%-26.6pp |
| Employer contribution / active EE | $743 | $521+42.7% | $1,159-35.9% | $2,848-73.9% |
| Participant deferral / active EE | $2,162 | $1,180+83.2% | $2,125+1.7% | $4,806-55.0% |
| Admin fee / account holder | $42 | $117-63.8% | $2,130-98.0% | $133-68.1% |