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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $51,802 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $13,663 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,236 | $56,485-41.2% | $185,823-82.1% | $86,799-61.7% |
| Participation rate | 97.0% | 65.5%+31.5pp | 81.7%+15.3pp | 72.3%+24.7pp |
| Annual return | 11.76% | 118.04%-106.3pp | 122.05%-110.3pp | 97.91%-86.2pp |
| Employer contribution / active EE | $1,407 | $1,843-23.7% | $5,167-72.8% | $2,405-41.5% |
| Participant deferral / active EE | $3,025 | $2,553+18.5% | $5,568-45.7% | $4,131-26.8% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |