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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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 45215 | Recordkeeping | $48,518 |
THE AIMPOINT GROUP1 year Filed as: THE AIMPOINT GROUP, LLC Service code 64 · EIN 46-1931817 PO BOX 220156 · HOLLYWOOD, FL 330220156 | Recordkeeping Fees | $3,050 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 1 N JEFFERSON AVE · SAINT LOUIS, MO 631031207 | Advisory (Participants) | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,623 | $64,119+0.8% | $112,228-42.4% | $66,914-3.4% |
| Participation rate | 59.5% | 68.5%-9.0pp | 75.1%-15.6pp | 69.8%-10.3pp |
| Annual return | -14.26% | -13.81%-0.5pp | 27.45%-41.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,358 | $3,005-21.5% | $3,635-35.1% | $2,544-7.3% |
| Participant deferral / active EE | $3,973 | $3,693+7.6% | $4,728-16.0% | $4,237-6.2% |
| Admin fee / account holder | $593 | $625-5.2% | $6,410-90.8% | $593-0.1% |