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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $87,991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,604 | $30,147+11.5% | $58,482-42.5% | $80,160-58.1% |
| Participation rate | 79.2% | 34.4%+44.8pp | 50.9%+28.3pp | 72.9%+6.2pp |
| Annual return | 17.35% | 21.97%-4.6pp | 4239.32%-4222.0pp | 40.38%-23.0pp |
| Employer contribution / active EE | $694 | $528+31.6% | $1,053-34.1% | $2,978-76.7% |
| Participant deferral / active EE | $2,493 | $1,249+99.6% | $1,924+29.6% | $5,017-50.3% |
| Admin fee / account holder | $63 | $195-67.7% | $2,516-97.5% | $145-56.6% |