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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.
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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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $89,885 |
PROEQUITIES INC2+ years Filed as: PROEQUITIES, INC Service code 17 | Pension Consulting | $51,686 |
BENEFIT PROFESSIONALS, INC.2+ years Service code 17 · EIN 63-0913824 | Pension Consulting | $51,646 |
NATIONWIDE2+ years Service code 15 | Recordkeeping | $13,246 |
PROEQUITIES INC2+ years Filed as: PROEQUITIES Service code 17 2801 HWY 280 S · BIRMINGHAM, AL 35223 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,088 | $80,211-76.2% | $74,183-74.3% | $63,975-70.2% |
| Participation rate | 56.6% | 84.2%-27.5pp | 76.6%-20.0pp | 71.1%-14.5pp |
| Annual return | 8.80% | 14.13%-5.3pp | 17.74%-8.9pp | 48.65%-39.9pp |
| Employer contribution / active EE | $1,053 | $2,553-58.8% | $2,370-55.6% | $2,182-51.7% |
| Participant deferral / active EE | $2,218 | $4,370-49.3% | $3,550-37.5% | $3,356-33.9% |
| Admin fee / account holder | $49 | $67-27.0% | $5,586-99.1% | $70-30.4% |