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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,329 |
Filed as: RAYMOND JAMES FINANCIAL SERVIC Service code 26 PO BOX 14527 · ST. PETERSBURG, FL 33733 | Advisory (Participants) | $31,283 |
THE PENSION DESIGN GROUP6+ years Service code 14 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 43085 | Plan Administrator | $24,806 |
NATIONWIDE1 year Filed as: NATIONWIDE TRUST COMPANY Service code 26 | Advisory (Participants) | $3,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,638 | $29,516+68.2% | $77,482-35.9% | $90,288-45.0% |
| Participation rate | 11.2% | 33.7%-22.5pp | 54.2%-43.0pp | 73.4%-62.2pp |
| Annual return | 22.00% | 231.18%-209.2pp | 54.79%-32.8pp | 53.97%-32.0pp |
| Employer contribution / active EE | $136 | $381-64.3% | $986-86.2% | $2,524-94.6% |
| Participant deferral / active EE | $428 | $944-54.6% | $1,861-77.0% | $4,232-89.9% |
| Admin fee / account holder | $60 | $106-43.1% | $2,858-97.9% | $114-47.2% |