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 |
|---|---|---|
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $59,052 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES STREET - STE 100 · OMAHA, NE 681302357 | Recordkeeping | $17,186 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,255 | $34,220-73.0% | $73,843-87.5% | $59,188-84.4% |
| Participation rate | 66.3% | 59.1%+7.2pp | 73.4%-7.2pp | 69.4%-3.1pp |
| Annual return | -1.06% | 3.36%-4.4pp | 2267.84%-2268.9pp | 5.51%-6.6pp |
| Employer contribution / active EE | $563 | $1,480-62.0% | $2,787-79.8% | $2,098-73.2% |
| Participant deferral / active EE | $1,141 | $2,035-43.9% | $3,583-68.2% | $3,265-65.1% |
| Admin fee / account holder | $0 | $64-100.0% | $4,880-100.0% | $92-100.0% |