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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,257 |
Service code 99 · EIN 13-3180178 | Other Fees | $5,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,603 | $73,638-25.8% | $95,952-43.1% | $73,488-25.7% |
| Participation rate | 53.8% | 76.2%-22.4pp | 77.1%-23.3pp | 70.7%-16.9pp |
| Annual return | 12.70% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $887 | $1,863-52.4% | $2,541-65.1% | $2,270-60.9% |
| Participant deferral / active EE | $2,154 | $3,617-40.4% | $4,167-48.3% | $3,740-42.4% |
| Admin fee / account holder | $232 | $482-51.9% | $6,795-96.6% | $513-54.8% |