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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $28,073 |
INVESTACORP3+ years Service code 27 4400 BISCAYNE BLVD. · MIAMI, FL 33137 | Advisory (Plan) | $0 |
NATIONAL SECURITIES CORPORATION1 year Filed as: NATIONAL SECURITIES CORP. Service code 27 1001 FOURTH AVENUE · SEATTLE, WA 98154 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,336 | $46,173-77.6% | $170,442-93.9% | $69,631-85.2% |
| Participation rate | 56.0% | 63.9%-7.9pp | 83.6%-27.6pp | 70.7%-14.7pp |
| Annual return | 16.18% | 21.62%-5.4pp | 205.93%-189.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $603 | $1,610-62.5% | $5,433-88.9% | $2,032-70.3% |
| Participant deferral / active EE | $2,016 | $2,080-3.1% | $4,939-59.2% | $3,224-37.5% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |