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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $48,246 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 26 · EIN 20-1665305 | Advisory (Participants) | $34,226 |
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 | $20,000 | $46,173-56.7% | $170,442-88.3% | $69,631-71.3% |
| Participation rate | 95.7% | 63.9%+31.8pp | 83.6%+12.2pp | 70.7%+25.1pp |
| Annual return | 14.30% | 21.62%-7.3pp | 205.93%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $385 | $1,610-76.1% | $5,433-92.9% | $2,032-81.1% |
| Participant deferral / active EE | $2,507 | $2,080+20.5% | $4,939-49.2% | $3,224-22.2% |
| Admin fee / account holder | $62 | $116-46.9% | $13,880-99.6% | $110-44.2% |