Filed July 20, 2006
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 Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $33,014 |
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 | $21,261 | $37,117-42.7% | $147,614-85.6% | $55,191-61.5% |
| Participation rate | 87.4% | 63.6%+23.8pp | 84.6%+2.8pp | 69.2%+18.2pp |
| Annual return | 0.34% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $416 | $1,620-74.4% | $5,564-92.5% | $1,899-78.1% |
| Participant deferral / active EE | $2,757 | $1,985+38.9% | $4,895-43.7% | $3,046-9.5% |
| Admin fee / account holder | $60 | $86-29.4% | $11,611-99.5% | $91-33.4% |