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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 8-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 |
|---|---|---|
NATIONWIDE2+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $38,350 |
Service code 26 230 PARK AVENUE, SUITE 908 · NEW YORK, NY 10169 | Advisory (Participants) | $11,696 |
Service code 15 70 WEST 40TH STREET, 8TH FL · NEW YORK, NY 10018 | Recordkeeping | $10,581 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $951 | $47,456-98.0% | $172,739-99.4% | $77,787-98.8% |
| Participation rate | 99.0% | 66.3%+32.8pp | 82.6%+16.4pp | 73.2%+25.8pp |
| Annual return | 10.71% | 35.57%-24.9pp | 802.84%-792.1pp | 32.57%-21.9pp |
| Employer contribution / active EE | $488 | $1,574-69.0% | $5,143-90.5% | $2,504-80.5% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $17 | $81-79.4% | $13,954-99.9% | $100-83.4% |