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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.
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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 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $10,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,841 | $58,879-86.7% | $178,490-95.6% | $73,488-89.3% |
| Participation rate | 57.7% | 66.2%-8.5pp | 81.9%-24.2pp | 70.7%-12.9pp |
| Annual return | 11.09% | 24.86%-13.8pp | 151.07%-140.0pp | 28.51%-17.4pp |
| Employer contribution / active EE | $986 | $2,236-55.9% | $5,011-80.3% | $2,270-56.6% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $77 | $400-80.8% | $13,984-99.4% | $513-85.0% |