Filed May 6, 2010
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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $185,314 |
Service code 49 4020 SOUTH 147TH STREET · OMAHA, NE 68137 | Other Services | $39,369 |
NATIONAL BENEFIT SERVICES, LLC6+ years Service code 15 NATIONAL BENEFIT SERVICES, LLC · WEST JORDAN, UT 840889311 | Recordkeeping | $24,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,510 | $52,293+0.4% | $178,490-70.6% | $73,409-28.5% |
| Participation rate | 53.0% | 65.3%-12.3pp | 81.9%-28.9pp | 72.2%-19.2pp |
| Annual return | 12.56% | 34.75%-22.2pp | 151.07%-138.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,260 | $1,735-27.4% | $5,011-74.9% | $2,234-43.6% |
| Participant deferral / active EE | $3,045 | $2,332+30.5% | $5,202-41.5% | $3,805-20.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |