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 |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,634 |
REGENCY INVESTMENT ADVISORS4 years Service code 22 · EIN 77-0034491 1312 W HERNDON AVE · FRESNO, CA 93711 | Insurance Broker | $45,270 |
NEXUS ADMINISTRATORS, INC.3 years Filed as: NEXUS ADMINISTRATORS, INC Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE · FRESNO, CA 93711 | Contract Administrator | $1,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,280 | $65,061+23.4% | $143,757-44.2% | $66,914+20.0% |
| Participation rate | 75.7% | 65.2%+10.5pp | 80.3%-4.7pp | 69.8%+5.8pp |
| Annual return | -17.46% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,238 | $2,361-47.6% | $4,951-75.0% | $2,544-51.3% |
| Participant deferral / active EE | $15,475 | $2,919+430.2% | $5,637+174.5% | $4,237+265.2% |
| Admin fee / account holder | $351 | $502-30.1% | $14,673-97.6% | $593-40.9% |