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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,136 | $60,795-37.3% | $69,455-45.1% | $65,185-41.5% |
| Participation rate | 45.2% | 74.9%-29.6pp | 74.6%-29.4pp | 70.2%-25.0pp |
| Annual return | 23.76% | 17.46%+6.3pp | 28.97%-5.2pp | 29.38%-5.6pp |
| Employer contribution / active EE | $807 | $2,452-67.1% | $2,779-71.0% | $2,177-62.9% |
| Participant deferral / active EE | $1,728 | $3,162-45.4% | $3,535-51.1% | $3,514-50.8% |
| Admin fee / account holder | $269 | $314-14.3% | $3,839-93.0% | $847-68.3% |