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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 |
|---|---|---|
NATIONWIDE7+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $18,242 |
Filed as: WORLD CHOICE SECURITIES, INC. Service code 26 1101 ARWINE COURT · EULESS, TX 760406407 | Advisory (Participants) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,546 | $70,428-22.6% | $96,562-43.5% | $85,850-36.5% |
| Participation rate | 50.6% | 61.8%-11.2pp | 69.8%-19.2pp | 69.3%-18.7pp |
| Annual return | 17.63% | 18.59%-1.0pp | 37.78%-20.2pp | 318.53%-300.9pp |
| Employer contribution / active EE | $127 | $1,413-91.0% | $2,356-94.6% | $2,565-95.0% |
| Participant deferral / active EE | $1,352 | $2,894-53.3% | $3,849-64.9% | $3,952-65.8% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |