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 | $53,634 |
Filed as: DEMARS PENSION CONSULTING SVCS. INC Service code 10 8700 INDIAN CREEK PKY · OVERLAND PARK, KS 66210 | Accounting | $13,583 |
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 | $147,138 | $70,002+110.2% | $115,037+27.9% | $52,331+181.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.17% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $6,529 | $2,715+140.5% | $4,608+41.7% | $1,882+247.0% |
| Participant deferral / active EE | $4,936 | $4,920+0.3% | $6,026-18.1% | $3,022+63.3% |
| Admin fee / account holder | $338 | $566-40.3% | $8,175-95.9% | $592-42.9% |