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 3-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 |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,247 |
AEGIS RETIREMENT PARTNERS1+ years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $14,886 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other fees; Securities brokerage | $14,886 |
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 | $70,006 | $65,061+7.6% | $143,757-51.3% | $66,914+4.6% |
| Participation rate | 97.7% | 65.2%+32.5pp | 80.3%+17.4pp | 69.8%+27.9pp |
| Annual return | -16.00% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,127 | $2,919+281.2% | $5,637+97.4% | $4,237+162.6% |
| Admin fee / account holder | $199 | $502-60.4% | $14,673-98.6% | $593-66.5% |