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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $30,992 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $9,060 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,234 | $60,989+111.9% | $60,874+112.3% | $66,914+93.1% |
| Participation rate | 78.2% | 74.5%+3.7pp | 73.1%+5.1pp | 69.8%+8.4pp |
| Annual return | -18.05% | -9.60%-8.4pp | 16.90%-34.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $5,052 | $2,661+89.9% | $2,701+87.0% | $2,544+98.6% |
| Participant deferral / active EE | $8,152 | $3,615+125.5% | $3,817+113.6% | $4,237+92.4% |
| Admin fee / account holder | $21 | $338-93.8% | $3,224-99.4% | $593-96.5% |