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 Filed as: NATIONWIDE FINANCIAL SERVICES Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,681 |
PATRICK MOLAMPHY2+ years Service code 27 P.O.BOX 1324 · ROCKINGHAM, NC 28380 | Advisory (Plan) | $14,848 |
TRINITY PENSION GROUP, LLC2+ years Filed as: TRINITY PENSION GROUP Service code 13 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 27265 | Contract Administrator | $13,945 |
NATIONWIDE1+ years Service code 13 | Contract Administrator | $2,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,147 | $107,378-65.4% | $108,579-65.8% | $57,658-35.6% |
| Participation rate | 57.0% | 77.1%-20.1pp | 79.6%-22.5pp | 70.2%-13.2pp |
| Annual return | 6.08% | 12.80%-6.7pp | -51.70%+57.8pp | 5.13%+0.9pp |
| Employer contribution / active EE | $536 | $1,782-69.9% | $3,758-85.7% | $1,974-72.8% |
| Participant deferral / active EE | $1,287 | $3,221-60.0% | $4,311-70.1% | $3,061-58.0% |
| Admin fee / account holder | $119 | $108+9.4% | $7,645-98.4% | $95+25.5% |