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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $99,214 |
WIPFLI LLP1 year Service code 15 · EIN 39-0758449 P.O. BOX 690 · EAU CLAIRE, WI 547020690 | Recordkeeping | $5,025 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,011 | $81,474+65.7% | $133,956+0.8% | $73,488+83.7% |
| Participation rate | 91.5% | 76.4%+15.2pp | 79.8%+11.7pp | 70.7%+20.9pp |
| Annual return | 4.96% | 19.40%-14.4pp | 45.09%-40.1pp | 28.51%-23.6pp |
| Employer contribution / active EE | $2,767 | $2,209+25.3% | $3,919-29.4% | $2,270+21.9% |
| Participant deferral / active EE | $7,423 | $3,786+96.1% | $5,048+47.1% | $3,740+98.5% |
| Admin fee / account holder | $173 | $713-75.7% | $8,927-98.1% | $513-66.3% |