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 |
|---|---|---|
NATIONWIDE4+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $42,897 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS CORP LLC Service code 26 · EIN 41-1416330 | Advisory (Participants) | $30,538 |
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 | $86,422 | $44,873+92.6% | $79,464+8.8% | $56,287+53.5% |
| Participation rate | 93.0% | 68.7%+24.3pp | 73.3%+19.7pp | 69.9%+23.2pp |
| Annual return | -5.64% | 0.81%-6.5pp | 718.14%-723.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,221 | $2,140+3.8% | $2,800-20.7% | $2,111+5.2% |
| Participant deferral / active EE | $8,438 | $2,746+207.3% | $3,704+127.8% | $3,350+151.9% |
| Admin fee / account holder | $216 | $418-48.5% | $5,113-95.8% | $521-58.6% |