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 |
|---|---|---|
NATIONWIDE3+ years Service code 14 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Plan Administrator | $24,353 |
Filed as: DEMARS PENSION CONSULTING SVCS, INC Service code 10 8700 INDIAN CREEK PKWY, SUITE 185 · OVERLAND PARK, KS 66210 | Accounting | $11,566 |
Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $8,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,995 | $55,453-44.1% | $170,442-81.8% | $62,292-50.2% |
| Participation rate | 67.4% | 66.4%+1.1pp | 83.6%-16.2pp | 69.5%-2.1pp |
| Annual return | 16.42% | 21.38%-5.0pp | 205.93%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,461 | $2,164-32.5% | $5,433-73.1% | $2,042-28.5% |
| Participant deferral / active EE | $1,325 | $2,303-42.4% | $4,939-73.2% | $3,169-58.2% |
| Admin fee / account holder | $345 | $455-24.1% | $13,880-97.5% | $479-28.0% |