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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,028 |
Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 662101515 | Accounting | $7,817 |
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 | $22,699 | $43,550-47.9% | $63,517-64.3% | $52,331-56.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -1.36% | 2.03%-3.4pp | -70.30%+68.9pp | 4.54%-5.9pp |
| Employer contribution / active EE | $451 | $1,351-66.6% | $2,322-80.6% | $1,882-76.0% |
| Participant deferral / active EE | $1,466 | $2,254-35.0% | $2,953-50.4% | $3,022-51.5% |
| Admin fee / account holder | $204 | $387-47.4% | $5,892-96.5% | $592-65.6% |