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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,288 |
Service code 13 850 CASSATT ROAD, SUITE 310 · BERWYN, PA 19312 | Contract Administrator | $2,336 |
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 | $28,259 | $58,726-51.9% | $92,233-69.4% | $62,292-54.6% |
| Participation rate | 69.6% | 68.3%+1.3pp | 76.5%-6.8pp | 69.5%+0.1pp |
| Annual return | 15.97% | 43.62%-27.6pp | 176.28%-160.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $603 | $2,392-74.8% | $3,679-83.6% | $2,042-70.5% |
| Participant deferral / active EE | $1,441 | $2,766-47.9% | $3,897-63.0% | $3,169-54.5% |
| Admin fee / account holder | $179 | $556-67.9% | $5,194-96.6% | $479-62.7% |