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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $36,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,391 | $36,916-52.9% | $156,549-88.9% | $57,658-69.8% |
| Participation rate | 96.0% | 63.4%+32.6pp | 84.0%+12.0pp | 70.2%+25.8pp |
| Annual return | 7.25% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $349 | $1,571-77.8% | $5,501-93.7% | $1,974-82.3% |
| Participant deferral / active EE | $2,286 | $1,926+18.7% | $4,871-53.1% | $3,061-25.3% |
| Admin fee / account holder | $54 | $82-34.0% | $13,027-99.6% | $95-42.4% |