Filed January 3, 2020
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 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $35,296 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 111 MONUMENT CIRCLE STE 3100 · INDIANAPOLIS, IN 46204 | Advisory (Participants) | $21,947 |
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 | $83,021 | $43,423+91.2% | $78,689+5.5% | $55,167+50.5% |
| Participation rate | 87.4% | 68.0%+19.4pp | 73.6%+13.8pp | 69.0%+18.4pp |
| Annual return | 9.62% | 11.53%-1.9pp | 62.18%-52.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,917 | $1,997-4.0% | $2,851-32.8% | $1,963-2.3% |
| Participant deferral / active EE | $8,178 | $2,509+226.0% | $3,517+132.5% | $3,054+167.8% |
| Admin fee / account holder | $167 | $416-59.8% | $4,510-96.3% | $504-66.8% |