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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $154,223 |
AMERICAN PORTFOLIOS FINANCIAL5+ years Service code 26 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 117410000 | Advisory (Participants) | $0 |
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 | $131,232 | $62,928+108.5% | $172,739-24.0% | $67,579+94.2% |
| Participation rate | 77.6% | 64.5%+13.1pp | 82.6%-5.1pp | 71.3%+6.3pp |
| Annual return | 26.01% | 30.36%-4.3pp | 802.84%-776.8pp | 378.56%-352.5pp |
| Employer contribution / active EE | $2,500 | $1,636+52.8% | $5,143-51.4% | $2,148+16.4% |
| Participant deferral / active EE | $3,928 | $2,145+83.1% | $5,198-24.4% | $3,539+11.0% |
| Admin fee / account holder | $262 | $167+57.2% | $13,954-98.1% | $142+84.1% |