Filed November 12, 2013 (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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $41,528 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $11,191 |
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 | $35,367 | $52,293-32.4% | $178,490-80.2% | $73,409-51.8% |
| Participation rate | 97.8% | 65.3%+32.4pp | 81.9%+15.8pp | 72.2%+25.6pp |
| Annual return | 15.68% | 34.75%-19.1pp | 151.07%-135.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,334 | $1,735-23.1% | $5,011-73.4% | $2,234-40.3% |
| Participant deferral / active EE | $2,916 | $2,332+25.0% | $5,202-43.9% | $3,805-23.4% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |