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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.
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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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $47,353 |
Service code 13 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Contract Administrator | $15,971 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $27,971 | $33,067-15.4% | $76,523-63.4% | $56,287-50.3% |
| Participation rate | 84.5% | 55.4%+29.1pp | 68.0%+16.5pp | 69.9%+14.6pp |
| Annual return | -6.47% | 2.72%-9.2pp | -0.27%-6.2pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,087 | $2,240+127.1% | $3,835+32.6% | $3,350+51.9% |
| Admin fee / account holder | $253 | $537-52.9% | $4,848-94.8% | $521-51.5% |