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 |
|---|---|---|
NATIONWIDE2+ years Service code 14 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Plan Administrator | $31,153 |
Filed as: DEMARS PENSION CONSULTING SVCS, INC Service code 10 8700 INDIAN CREEK PKWY, SUITE 185 · OVERLAND PARK, KS 66210 | Accounting | $12,784 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,891 | $46,732-42.5% | $156,549-82.8% | $55,167-51.3% |
| Participation rate | 78.7% | 65.8%+12.9pp | 84.0%-5.3pp | 69.0%+9.7pp |
| Annual return | 6.88% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,492 | $2,105-29.1% | $5,501-72.9% | $1,963-24.0% |
| Participant deferral / active EE | $1,419 | $2,204-35.6% | $4,871-70.9% | $3,054-53.6% |
| Admin fee / account holder | $330 | $418-21.0% | $13,027-97.5% | $504-34.4% |