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 |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $151,120 |
BEENE GARTER LLP2+ years Filed as: BEENE GARTER Service code 15 · EIN 38-1337372 | Recordkeeping | $20,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,068 | $36,916+3.1% | $156,549-75.7% | $57,658-34.0% |
| Participation rate | 64.4% | 63.4%+1.0pp | 84.0%-19.6pp | 70.2%-5.8pp |
| Annual return | 9.18% | 12.38%-3.2pp | 32.23%-23.0pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,323 | $1,571-15.8% | $5,501-76.0% | $1,974-33.0% |
| Participant deferral / active EE | $2,374 | $1,926+23.3% | $4,871-51.3% | $3,061-22.4% |
| Admin fee / account holder | $257 | $82+212.1% | $13,027-98.0% | $95+172.3% |