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+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $11,594 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,820 | $70,002-66.0% | $115,037-79.3% | $52,331-54.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.27% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $4,984 | $2,715+83.6% | $4,608+8.2% | $1,882+164.9% |
| Participant deferral / active EE | $5,242 | $4,920+6.5% | $6,026-13.0% | $3,022+73.4% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |