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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,219 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $9,143 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,600 | $69,362-54.4% | $101,248-68.8% | $73,488-57.0% |
| Participation rate | 77.4% | 68.4%+9.0pp | 75.8%+1.6pp | 70.7%+6.7pp |
| Annual return | 14.96% | 18.46%-3.5pp | 46.47%-31.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $783 | $2,628-70.2% | $3,660-78.6% | $2,270-65.5% |
| Participant deferral / active EE | $2,196 | $3,300-33.4% | $4,370-49.7% | $3,740-41.3% |
| Admin fee / account holder | $36 | $704-94.8% | $5,945-99.4% | $513-92.9% |