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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.
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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 | $31,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,901 | $60,989-39.5% | $60,874-39.4% | $66,914-44.9% |
| Participation rate | 38.8% | 74.5%-35.7pp | 73.1%-34.3pp | 69.8%-31.0pp |
| Annual return | -20.11% | -9.60%-10.5pp | 16.90%-37.0pp | 1.58%-21.7pp |
| Employer contribution / active EE | $875 | $2,661-67.1% | $2,701-67.6% | $2,544-65.6% |
| Participant deferral / active EE | $1,419 | $3,615-60.8% | $3,817-62.8% | $4,237-66.5% |
| Admin fee / account holder | $313 | $338-7.4% | $3,224-90.3% | $593-47.2% |