Filed May 18, 2022
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 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Trustee (directed); Custodial (other ... | $219,611 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $1,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,737 | $101,317+5.4% | $146,958-27.4% | $74,495+43.3% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 18.68% | 8730.91%-8712.2pp | 418.34%-399.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $9,453 | $3,810+148.1% | $4,933+91.6% | $2,623+260.4% |
| Participant deferral / active EE | $6,534 | $7,303-10.5% | $8,070-19.0% | $4,346+50.4% |
| Admin fee / account holder | $11 | $1,739-99.3% | $12,998-99.9% | $1,942-99.4% |