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 9-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 |
|---|---|---|
PROACCOUNT1 year Service code 49 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Other Services | $21,878 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $2,340 |
NATIONWIDE3 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,043 | $54,193-35.3% | $93,606-62.6% | $77,643-54.9% |
| Participation rate | 35.2% | 63.9%-28.7pp | 68.7%-33.5pp | 70.6%-35.4pp |
| Annual return | 12.25% | 30.54%-18.3pp | 133.20%-120.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $778 | $1,168-33.4% | $2,420-67.8% | $2,726-71.4% |
| Participant deferral / active EE | $2,352 | $3,144-25.2% | $4,411-46.7% | $4,647-49.4% |
| Admin fee / account holder | $188 | $576-67.3% | $8,285-97.7% | $430-56.3% |