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 |
|---|---|---|
NATIONWIDE8+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $58,295 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS CORP LLC Service code 26 · EIN 41-1416330 | Advisory (Participants) | $42,464 |
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 | $111,375 | $51,197+117.5% | $82,719+34.6% | $66,914+66.4% |
| Participation rate | 87.8% | 67.8%+19.9pp | 72.6%+15.2pp | 69.8%+18.0pp |
| Annual return | -15.62% | -9.64%-6.0pp | 701.18%-716.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,046 | $2,611-21.6% | $3,009-32.0% | $2,544-19.6% |
| Participant deferral / active EE | $9,196 | $3,458+165.9% | $4,395+109.2% | $4,237+117.0% |
| Admin fee / account holder | $262 | $416-36.9% | $5,329-95.1% | $593-55.8% |