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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.
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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,630 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 55 RETIREMENT GRP/DEBBIE SAWYER · PENNINGTON, NJ 08534 | Other Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,320 | $28,109-6.4% | $71,086-63.0% | $56,287-53.2% |
| Participation rate | 24.4% | 40.4%-16.0pp | 54.7%-30.2pp | 69.9%-45.4pp |
| Annual return | -7.03% | -615.05%+608.0pp | 650.59%-657.6pp | -9.96%+2.9pp |
| Employer contribution / active EE | $116 | $558-79.3% | $1,088-89.4% | $2,111-94.5% |
| Participant deferral / active EE | $644 | $1,116-42.3% | $1,874-65.7% | $3,350-80.8% |
| Admin fee / account holder | $0 | $585-100.0% | $3,082-100.0% | $521-100.0% |