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 |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,030 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,580 |
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 | $19,895 | $55,453-64.1% | $170,442-88.3% | $62,292-68.1% |
| Participation rate | 73.1% | 66.4%+6.8pp | 83.6%-10.5pp | 69.5%+3.6pp |
| Annual return | 12.57% | 21.38%-8.8pp | 205.93%-193.4pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,992 | $2,164-7.9% | $5,433-63.3% | $2,042-2.5% |
| Participant deferral / active EE | $1,974 | $2,303-14.3% | $4,939-60.0% | $3,169-37.7% |
| Admin fee / account holder | $7 | $455-98.4% | $13,880-99.9% | $479-98.5% |