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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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,596 |
BEENE GARTER LLP1 year Filed as: BEENE GARTER, LLP Service code 15 56 GRANDVILLE AVE SW, STE 100 · GRAND RAPIDS, MI 49503 | Recordkeeping | $4,716 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,559 | $59,186-73.7% | $76,768-79.7% | $56,287-72.4% |
| Participation rate | 35.1% | 75.2%-40.1pp | 77.0%-41.8pp | 69.9%-34.7pp |
| Annual return | -1.97% | 6.62%-8.6pp | 2.43%-4.4pp | -9.96%+8.0pp |
| Employer contribution / active EE | $719 | $1,759-59.1% | $2,485-71.1% | $2,111-65.9% |
| Participant deferral / active EE | $1,453 | $3,255-55.3% | $3,852-62.3% | $3,350-56.6% |
| Admin fee / account holder | $383 | $489-21.7% | $6,675-94.3% | $521-26.4% |