See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,329 |
Service code 27 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $16,114 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 040922867 | Contract Administrator | $6,764 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,104 | $55,214-34.6% | $104,607-65.5% | $73,488-50.9% |
| Participation rate | 86.1% | 67.8%+18.3pp | 74.1%+12.0pp | 70.7%+15.4pp |
| Annual return | 24.86% | 24.79%+0.1pp | 340.46%-315.6pp | 28.51%-3.7pp |
| Employer contribution / active EE | $3,055 | $1,468+108.2% | $2,681+14.0% | $2,270+34.6% |
| Participant deferral / active EE | $1,771 | $2,925-39.4% | $3,740-52.6% | $3,740-52.6% |
| Admin fee / account holder | $0 | $424-100.0% | $6,473-100.0% | $513-100.0% |