Filed January 11, 2022 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $115,394 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,854 | $53,136-34.4% | $155,509-77.6% | $199,593-82.5% |
| Participation rate | 82.8% | 64.1%+18.8pp | 78.2%+4.7pp | 72.0%+10.9pp |
| Annual return | 12.58% | 41.15%-28.6pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $2,676 | $1,851+44.6% | $4,672-42.7% | $3,034-11.8% |
| Participant deferral / active EE | $2,380 | $3,161-24.7% | $5,626-57.7% | $5,087-53.2% |
| Admin fee / account holder | $10 | $185-94.6% | $15,912-99.9% | $269-96.2% |