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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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES,INC. Service code 64 · EIN 33-0785439 101 PARK AVENUE · NEW YORK, NY 10178 | Recordkeeping Fees | $30,023 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $25,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,052 | $56,485-69.8% | $185,823-90.8% | $86,799-80.4% |
| Participation rate | 30.9% | 65.5%-34.6pp | 81.7%-50.8pp | 72.3%-41.4pp |
| Annual return | 12.68% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.2pp |
| Employer contribution / active EE | $538 | $1,843-70.8% | $5,167-89.6% | $2,405-77.6% |
| Participant deferral / active EE | $859 | $2,553-66.3% | $5,568-84.6% | $4,131-79.2% |
| Admin fee / account holder | $109 | $150-27.0% | $16,237-99.3% | $170-35.6% |