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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 |
|---|---|---|
NEXUS ADMINISTRATORS, INC.3 years Service code 49 · EIN 77-0586222 | Other Services | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 99 · EIN 34-1542819 | Other Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,254 | $56,423-67.6% | $77,163-76.3% | $71,457-74.5% |
| Participation rate | 50.5% | 64.3%-13.8pp | 69.6%-19.1pp | 67.9%-17.4pp |
| Annual return | 22.02% | 19.05%+3.0pp | 37.87%-15.8pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,502 | $1,866-19.5% | $2,535-40.7% | $2,588-42.0% |
| Participant deferral / active EE | $2,465 | $3,142-21.5% | $3,833-35.7% | $4,289-42.5% |
| Admin fee / account holder | $217 | $1,429-84.8% | $5,472-96.0% | $1,587-86.3% |