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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.
See the 9-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 Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $3,638 |
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 17 | Pension Consulting | $740 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,711 | $46,297-96.3% | $71,671-97.6% | $62,292-97.3% |
| Participation rate | 94.8% | 60.6%+34.2pp | 68.7%+26.1pp | 69.5%+25.3pp |
| Annual return | 18.97% | 22.32%-3.4pp | 20.65%-1.7pp | 28.90%-9.9pp |
| Employer contribution / active EE | $920 | $1,412-34.9% | $2,460-62.6% | $2,042-55.0% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |