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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $43,405 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $8,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,921 | $74,706+108.7% | $75,696+106.0% | $79,386+96.4% |
| Participation rate | 76.9% | 75.3%+1.6pp | 74.8%+2.1pp | 70.7%+6.2pp |
| Annual return | 13.30% | 18.52%-5.2pp | 104.53%-91.2pp | 116.85%-103.6pp |
| Employer contribution / active EE | $4,526 | $2,590+74.7% | $2,743+65.0% | $2,427+86.4% |
| Participant deferral / active EE | $7,816 | $3,533+121.2% | $3,821+104.5% | $4,046+93.2% |
| Admin fee / account holder | $13 | $374-96.6% | $3,619-99.7% | $626-98.0% |