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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,968 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PARKWAY STE 550 · DULUTH, GA 300967157 | Contract Administrator | $10,981 |
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.
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 | $240,672 | $52,953+354.5% | $172,739+39.3% | $65,185+269.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 17.77% | 30.12%-12.4pp | 802.84%-785.1pp | 29.38%-11.6pp |
| Employer contribution / active EE | $8,440 | $2,190+285.4% | $5,143+64.1% | $2,177+287.7% |
| Participant deferral / active EE | $3,135 | $2,471+26.9% | $5,198-39.7% | $3,514-10.8% |
| Admin fee / account holder | $1,256 | $472+166.3% | $13,954-91.0% | $847+48.3% |