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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,925 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $21,293 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $8,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,791 | $54,229-21.1% | $70,092-39.0% | $68,494-37.5% |
| Participation rate | 64.2% | 64.5%-0.3pp | 70.5%-6.3pp | 67.9%-3.7pp |
| Annual return | -14.94% | -13.87%-1.1pp | 190.73%-205.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,754 | $2,018-13.1% | $2,559-31.5% | $2,596-32.4% |
| Participant deferral / active EE | $2,822 | $2,956-4.5% | $3,849-26.7% | $4,027-29.9% |
| Admin fee / account holder | $121 | $4,694-97.4% | $6,267-98.1% | $5,403-97.8% |