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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,540 |
Filed as: PENSION FINANCIAL SERVICES Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 300967157 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,538 | $29,369-64.1% | $77,482-86.4% | $73,409-85.6% |
| Participation rate | 8.6% | 37.9%-29.3pp | 54.2%-45.5pp | 72.2%-63.5pp |
| Annual return | 2.49% | 358.15%-355.7pp | 54.79%-52.3pp | 59.29%-56.8pp |
| Employer contribution / active EE | $340 | $406-16.2% | $986-65.5% | $2,234-84.8% |
| Participant deferral / active EE | $27 | $941-97.1% | $1,861-98.6% | $3,805-99.3% |
| Admin fee / account holder | $72 | $123-41.2% | $2,858-97.5% | $158-54.3% |