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 |
|---|---|---|
Service code 26 · EIN 47-3274207 | Advisory (Participants) | $32,076 |
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $15,461 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
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 | $38,580 | $73,102-47.2% | $123,544-68.8% | $56,287-31.5% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.5pp |
| Annual return | -2.75% | 3.01%-5.8pp | 119.20%-121.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $6,215 | $2,977+108.8% | $4,628+34.3% | $2,111+194.4% |
| Participant deferral / active EE | $7,162 | $5,423+32.1% | $6,426+11.5% | $3,350+113.8% |
| Admin fee / account holder | $221 | $554-60.1% | $9,284-97.6% | $521-57.5% |