Filed December 31, 2002 (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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,013 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 27 1776 PLEASANT PLAN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,314 | $39,859-44.0% | $78,689-71.6% | $57,658-61.3% |
| Participation rate | 44.1% | 66.1%-22.0pp | 73.6%-29.4pp | 70.2%-26.1pp |
| Annual return | -0.35% | 18.96%-19.3pp | 62.18%-62.5pp | 5.13%-5.5pp |
| Employer contribution / active EE | $571 | $1,786-68.0% | $2,851-80.0% | $1,974-71.1% |
| Participant deferral / active EE | $1,242 | $2,248-44.7% | $3,517-64.7% | $3,061-59.4% |
| Admin fee / account holder | $93 | $76+22.0% | $4,510-97.9% | $95-1.7% |