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 |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $8,623 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,742 | $43,504-70.7% | $68,793-81.5% | $56,287-77.4% |
| Participation rate | 74.1% | 67.8%+6.3pp | 72.2%+1.9pp | 69.9%+4.3pp |
| Annual return | -5.53% | -3.15%-2.4pp | -4.63%-0.9pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,416 | $1,525-7.2% | $2,625-46.1% | $2,111-32.9% |
| Participant deferral / active EE | $2,307 | $2,509-8.1% | $3,311-30.3% | $3,350-31.1% |
| Admin fee / account holder | $29 | $515-94.3% | $5,131-99.4% | $521-94.4% |