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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $84,636 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $33,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,163 | $47,126-14.8% | $149,673-73.2% | $74,419-46.0% |
| Participation rate | 87.7% | 63.4%+24.3pp | 78.8%+8.9pp | 70.7%+17.0pp |
| Annual return | 17.22% | 22.75%-5.5pp | 134.42%-117.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,162 | $1,905-39.0% | $4,818-75.9% | $2,637-55.9% |
| Participant deferral / active EE | $2,952 | $2,728+8.2% | $5,680-48.0% | $4,528-34.8% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |