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 10-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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 42315 | Recordkeeping | $8,158 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,308 | $53,901-25.2% | $134,143-70.0% | $73,488-45.2% |
| Participation rate | 28.8% | 62.8%-34.0pp | 72.2%-43.3pp | 70.7%-41.9pp |
| Annual return | 12.96% | 15.82%-2.9pp | 36.33%-23.4pp | 28.51%-15.6pp |
| Employer contribution / active EE | $684 | $1,458-53.1% | $3,704-81.5% | $2,270-69.9% |
| Participant deferral / active EE | $960 | $2,739-65.0% | $3,499-72.6% | $3,740-74.3% |
| Admin fee / account holder | $192 | $581-66.9% | $6,684-97.1% | $513-62.5% |