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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $77,974 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $16,520 |
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 | $25,263 | $46,292-45.4% | $143,757-82.4% | $64,808-61.0% |
| Participation rate | 97.4% | 64.2%+33.2pp | 80.3%+17.1pp | 71.5%+25.9pp |
| Annual return | -16.41% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,432 | $1,910-25.0% | $4,951-71.1% | $2,506-42.9% |
| Participant deferral / active EE | $2,918 | $2,646+10.3% | $5,637-48.2% | $4,310-32.3% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |