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 |
|---|---|---|
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $33,053 |
NATIONAL SECURITIES CORPORATION3 years 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 | $13,755 | $62,928-78.1% | $172,739-92.0% | $67,579-79.6% |
| Participation rate | 45.7% | 64.5%-18.8pp | 82.6%-37.0pp | 71.3%-25.6pp |
| Annual return | 21.49% | 30.36%-8.9pp | 802.84%-781.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $386 | $1,636-76.4% | $5,143-92.5% | $2,148-82.0% |
| Participant deferral / active EE | $1,747 | $2,145-18.6% | $5,198-66.4% | $3,539-50.7% |
| Admin fee / account holder | $115 | $167-30.9% | $13,954-99.2% | $142-19.1% |