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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,878 |
Service code 10 8700 INDIAN CREEK PRKWAY · OVERLAND PARK, KS 43215 | Accounting | $8,430 |
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 | $28,882 | $51,244-43.6% | $80,975-64.3% | $55,167-47.6% |
| Participation rate | 77.4% | 71.7%+5.8pp | 75.8%+1.6pp | 69.0%+8.5pp |
| Annual return | 12.17% | 17.39%-5.2pp | 17.10%-4.9pp | 169.23%-157.1pp |
| Employer contribution / active EE | $1,773 | $1,770+0.2% | $3,714-52.3% | $1,963-9.6% |
| Participant deferral / active EE | $2,393 | $4,418-45.8% | $5,696-58.0% | $3,054-21.6% |
| Admin fee / account holder | $169 | $398-57.5% | $5,516-96.9% | $504-66.4% |