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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $53,595 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 26 · EIN 20-1665305 | Advisory (Participants) | $39,655 |
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 | $16,468 | $37,196-55.7% | $154,107-89.3% | $55,725-70.4% |
| Participation rate | 93.1% | 64.1%+29.0pp | 83.0%+10.1pp | 70.9%+22.3pp |
| Annual return | -4.77% | 1319.68%-1324.4pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $363 | $1,614-77.5% | $5,298-93.2% | $2,078-82.5% |
| Participant deferral / active EE | $2,368 | $2,068+14.5% | $5,081-53.4% | $3,356-29.4% |
| Admin fee / account holder | $52 | $102-49.1% | $13,411-99.6% | $115-55.1% |