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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.
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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432152220 | Recordkeeping | $16,429 |
Annual investment return 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 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 | $23,644 | $52,293-54.8% | $178,490-86.8% | $73,409-67.8% |
| Participation rate | 74.1% | 65.3%+8.7pp | 81.9%-7.9pp | 72.2%+1.9pp |
| Annual return | 10.21% | 34.75%-24.5pp | 151.07%-140.9pp | 59.29%-49.1pp |
| Employer contribution / active EE | $1,813 | $1,735+4.5% | $5,011-63.8% | $2,234-18.8% |
| Participant deferral / active EE | $2,232 | $2,332-4.3% | $5,202-57.1% | $3,805-41.3% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |