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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,707 |
Service code 10 8700 INDIAN CREEK PRKWAY · OVERLAND PARK, KS 43215 | Accounting | $9,471 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,533 | $59,535-37.0% | $90,160-58.4% | $62,292-39.7% |
| Participation rate | 76.6% | 73.0%+3.5pp | 76.9%-0.3pp | 69.5%+7.0pp |
| Annual return | 15.73% | 23.53%-7.8pp | 34.88%-19.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,871 | $1,826+2.5% | $3,318-43.6% | $2,042-8.4% |
| Participant deferral / active EE | $2,478 | $4,639-46.6% | $5,288-53.1% | $3,169-21.8% |
| Admin fee / account holder | $196 | $337-41.7% | $5,943-96.7% | $479-59.1% |