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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $157,769 |
Service code 13 325 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Contract Administrator | $14,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,613 | $42,546+70.7% | $71,796+1.1% | $55,167+31.6% |
| Participation rate | 72.9% | 59.1%+13.7pp | 69.1%+3.8pp | 69.0%+3.9pp |
| Annual return | 5.19% | 12.36%-7.2pp | 78.04%-72.8pp | 169.23%-164.0pp |
| Employer contribution / active EE | $621 | $803-22.7% | $1,924-67.7% | $1,963-68.3% |
| Participant deferral / active EE | $3,518 | $2,064+70.4% | $2,794+25.9% | $3,054+15.2% |
| Admin fee / account holder | $847 | $650+30.3% | $4,815-82.4% | $504+68.0% |