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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.
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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 |
|---|---|---|
NATIONWIDE8+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $24,720 |
Service code 99 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Other Fees | $19,669 |
MGKS5 years Service code 15 · EIN 86-1001235 7600 N. 16TH ST, STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $13,947 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,523 | $65,061-70.0% | $143,757-86.4% | $66,914-70.8% |
| Participation rate | 71.6% | 65.2%+6.5pp | 80.3%-8.7pp | 69.8%+1.8pp |
| Annual return | -18.02% | -11.14%-6.9pp | -0.04%-18.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,605 | $2,361-32.0% | $4,951-67.6% | $2,544-36.9% |
| Participant deferral / active EE | $4,145 | $2,919+42.0% | $5,637-26.5% | $4,237-2.2% |
| Admin fee / account holder | $197 | $502-60.7% | $14,673-98.7% | $593-66.8% |