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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,220 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PARKWAY STE 550 · DULUTH, GA 300967157 | Contract Administrator | $10,928 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $245,089 | $55,453+342.0% | $170,442+43.8% | $62,292+293.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.72% | 21.38%-8.7pp | 205.93%-193.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $7,713 | $2,164+256.5% | $5,433+42.0% | $2,042+277.7% |
| Participant deferral / active EE | $3,038 | $2,303+31.9% | $4,939-38.5% | $3,169-4.1% |
| Admin fee / account holder | $727 | $455+59.8% | $13,880-94.8% | $479+51.7% |