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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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,671 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,943 | $49,227-81.8% | $70,449-87.3% | $79,858-88.8% |
| Participation rate | 44.9% | 69.2%-24.2pp | 75.1%-30.1pp | 69.6%-24.7pp |
| Annual return | 17.29% | 30.06%-12.8pp | 109.03%-91.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,154 | $2,768-22.2% | $3,709-41.9% | $3,740-42.4% |
| Admin fee / account holder | $169 | $2,878-94.1% | $3,845-95.6% | $5,306-96.8% |