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 | $35,844 |
KEATING & ASSOCIATES, INC.1+ years Service code 15 1011 POYNTZ AVENUE · MANHATTAN, KS 66502 | Recordkeeping | $3,103 |
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 | $35,771 | $56,199-36.3% | $67,652-47.1% | $59,632-40.0% |
| Participation rate | 86.8% | 71.5%+15.3pp | 75.7%+11.1pp | 68.7%+18.1pp |
| Annual return | -2.20% | 18505.31%-18507.5pp | 6625.04%-6627.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $4,305 | $1,614+166.7% | $2,266+90.0% | $2,203+95.5% |
| Participant deferral / active EE | $1,442 | $2,844-49.3% | $3,560-59.5% | $3,192-54.8% |
| Admin fee / account holder | $25 | $3,958-99.4% | $4,821-99.5% | $4,297-99.4% |