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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $99,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,526 | $31,741-3.8% | $56,411-45.9% | $199,593-84.7% |
| Participation rate | 82.1% | 32.3%+49.7pp | 52.5%+29.6pp | 72.0%+10.1pp |
| Annual return | 14.22% | 14.72%-0.5pp | 1701.33%-1687.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $831 | $508+63.8% | $1,039-20.0% | $3,034-72.6% |
| Participant deferral / active EE | $2,663 | $1,184+124.9% | $1,952+36.4% | $5,087-47.7% |
| Admin fee / account holder | $55 | $426-87.2% | $2,829-98.1% | $269-79.7% |