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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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $42,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,567 | $51,466-3.7% | $78,778-37.1% | $62,292-20.4% |
| Participation rate | 58.5% | 59.8%-1.3pp | 69.2%-10.7pp | 69.5%-11.1pp |
| Annual return | 16.77% | 19.96%-3.2pp | 35.62%-18.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $80 | $827-90.4% | $1,986-96.0% | $2,042-96.1% |
| Participant deferral / active EE | $2,914 | $2,147+35.7% | $2,958-1.5% | $3,169-8.0% |
| Admin fee / account holder | $332 | $489-32.2% | $5,134-93.5% | $479-30.8% |