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.
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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 |
|---|---|---|
NATIONWIDE5+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $27,068 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 58 · EIN 06-1504963 | Product termination fees (surrender c... | $1,950 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,993 | $52,953-24.5% | $172,739-76.8% | $65,185-38.6% |
| Participation rate | 55.3% | 66.2%-10.9pp | 82.6%-27.4pp | 70.2%-14.9pp |
| Annual return | 16.22% | 30.12%-13.9pp | 802.84%-786.6pp | 29.38%-13.2pp |
| Employer contribution / active EE | $3,146 | $2,190+43.7% | $5,143-38.8% | $2,177+44.5% |
| Participant deferral / active EE | $455 | $2,471-81.6% | $5,198-91.2% | $3,514-87.1% |
| Admin fee / account holder | $387 | $472-18.0% | $13,954-97.2% | $847-54.3% |