Filed January 23, 2017
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 | $31,392 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $7,033 |
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 | $130,585 | $65,322+99.9% | $70,449+85.4% | $73,488+77.7% |
| Participation rate | 75.0% | 77.0%-2.0pp | 75.1%-0.1pp | 70.7%+4.3pp |
| Annual return | 15.36% | 15.71%-0.4pp | 109.03%-93.7pp | 28.51%-13.1pp |
| Employer contribution / active EE | $3,909 | $2,460+58.9% | $2,737+42.8% | $2,270+72.2% |
| Participant deferral / active EE | $6,685 | $3,375+98.1% | $3,709+80.3% | $3,740+78.8% |
| Admin fee / account holder | $16 | $214-92.3% | $3,845-99.6% | $513-96.8% |