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 |
|---|---|---|
RETIREMENT PLANS, INC.3 years Service code 14 · EIN 90-0734163 124 DORCHESTER SQUARE STE B · WESTERVILLE, OH 43081 | Plan Administrator | $16,166 |
NATIONWIDE6+ years Service code 26 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $15,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,689 | $62,132-44.2% | $185,823-81.3% | $73,488-52.8% |
| Participation rate | 54.7% | 67.8%-13.2pp | 78.0%-23.4pp | 70.7%-16.0pp |
| Annual return | 12.94% | 20.44%-7.5pp | 35.95%-23.0pp | 28.51%-15.6pp |
| Employer contribution / active EE | $322 | $1,681-80.9% | $4,087-92.1% | $2,270-85.8% |
| Participant deferral / active EE | $1,874 | $3,711-49.5% | $5,632-66.7% | $3,740-49.9% |
| Admin fee / account holder | $0 | $419-99.9% | $9,500-100.0% | $513-99.9% |