Filed December 7, 2015 (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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $11,007 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,232 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,144 | $46,732-61.2% | $156,549-88.4% | $55,167-67.1% |
| Participation rate | 71.3% | 65.8%+5.5pp | 84.0%-12.7pp | 69.0%+2.3pp |
| Annual return | 0.33% | 17.72%-17.4pp | 32.23%-31.9pp | 169.23%-168.9pp |
| Employer contribution / active EE | $1,769 | $2,105-16.0% | $5,501-67.8% | $1,963-9.9% |
| Participant deferral / active EE | $1,630 | $2,204-26.0% | $4,871-66.5% | $3,054-46.6% |
| Admin fee / account holder | $12 | $418-97.2% | $13,027-99.9% | $504-97.7% |