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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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $13,377 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC Service code 17 | Pension Consulting | $5,207 |
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 | $4,005 | $51,288-92.2% | $81,983-95.1% | $73,409-94.5% |
| Participation rate | 98.4% | 64.0%+34.5pp | 69.2%+29.2pp | 72.2%+26.3pp |
| Annual return | 15.25% | 29.48%-14.2pp | 41.31%-26.1pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,231 | $1,487-17.2% | $2,498-50.7% | $2,234-44.9% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $5,664-100.0% | $158-100.0% |