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 |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $46,479 |
NATIONAL SECURITIES CORPORATION4 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,093 | $52,293-73.1% | $178,490-92.1% | $73,409-80.8% |
| Participation rate | 35.2% | 65.3%-30.2pp | 81.9%-46.8pp | 72.2%-37.0pp |
| Annual return | 15.26% | 34.75%-19.5pp | 151.07%-135.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $303 | $1,735-82.5% | $5,011-94.0% | $2,234-86.4% |
| Participant deferral / active EE | $1,237 | $2,332-47.0% | $5,202-76.2% | $3,805-67.5% |
| Admin fee / account holder | $135 | $127+6.1% | $13,984-99.0% | $158-14.4% |