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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 5-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 | $37,077 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $9,640 |
SECURITIES AMERICA INC1+ years Filed as: M & T SECURITIES Service code 22 285 DELAWARE AVENUE SUITE 2000 · BUFFALO, NY 14202 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,159 | $91,517-59.4% | $101,248-63.3% | $73,409-49.4% |
| Participation rate | 46.3% | 73.8%-27.5pp | 75.8%-29.5pp | 72.2%-25.9pp |
| Annual return | 17.46% | 17.17%+0.3pp | 46.47%-29.0pp | 59.29%-41.8pp |
| Employer contribution / active EE | $1,046 | $2,877-63.6% | $3,660-71.4% | $2,234-53.2% |
| Participant deferral / active EE | $1,760 | $3,338-47.3% | $4,370-59.7% | $3,805-53.7% |
| Admin fee / account holder | $260 | $216+20.6% | $5,945-95.6% | $158+64.8% |