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 | $32,819 |
Filed as: PENSION FINANCIAL SVCS INC Service code 13 | Contract Administrator | $3,779 |
Filed as: PENSION FINANCIAL SERVICES Service code 13 · EIN 58-1485803 | Contract Administrator | $1,943 |
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.)
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 | $38,766 | $64,909-40.3% | $82,313-52.9% | $62,292-37.8% |
| Participation rate | 53.7% | 74.9%-21.2pp | 76.9%-23.2pp | 69.5%-15.8pp |
| Annual return | 17.70% | 21.18%-3.5pp | 25.88%-8.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,117 | $3,103+32.7% | $3,706+11.1% | $3,169+29.9% |
| Admin fee / account holder | $386 | $440-12.1% | $5,608-93.1% | $479-19.4% |