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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,143 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 26 | Advisory (Participants) | $3,935 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 34 · EIN 31-1299207 25 MERCHANT STREE SUITE 135 · CINCINNATI, OH 45246 | Valuation (appraisals, etc.) | $450 |
Filed as: IRON-CO-FID-TRADITIONAL Service code 21 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Bank Trustee | $441 |
Filed as: RAYMOND JAMES INSURANCE GROUP Service code 26 PO BOX 14524 · ST PETERSBURG, FL 33733 | Advisory (Participants) | $293 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $83 |
Service code 26 PO BOX 14524 · ST PETERSBURG, FL 33733 | Advisory (Participants) | $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.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,915 | $63,442-82.8% | $68,791-84.1% | $66,914-83.7% |
| Participation rate | 11.5% | 60.0%-48.4pp | 69.0%-57.5pp | 69.8%-58.3pp |
| Annual return | -17.15% | -8.29%-8.9pp | -6.38%-10.8pp | 1.58%-18.7pp |
| Employer contribution / active EE | $321 | $1,775-81.9% | $2,655-87.9% | $2,544-87.4% |
| Participant deferral / active EE | $550 | $2,945-81.3% | $3,941-86.0% | $4,237-87.0% |
| Admin fee / account holder | $60 | $577-89.7% | $4,932-98.8% | $593-89.9% |