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 | $17,155 |
Service code 13 850 CASSATT ROAD, SUITE 310 · BERWYN, PA 19312 | Contract Administrator | $3,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,391 | $52,884-50.1% | $84,750-68.9% | $55,167-52.2% |
| Participation rate | 64.2% | 67.5%-3.3pp | 76.6%-12.4pp | 69.0%-4.8pp |
| Annual return | 7.73% | 18.03%-10.3pp | 22.78%-15.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $548 | $2,233-75.5% | $3,574-84.7% | $1,963-72.1% |
| Participant deferral / active EE | $1,346 | $2,644-49.1% | $3,712-63.7% | $3,054-55.9% |
| Admin fee / account holder | $191 | $581-67.1% | $5,332-96.4% | $504-62.1% |