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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,780 |
Service code 15 · EIN 80-0138348 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 361240098 | Recordkeeping | $4,618 |
Filed as: IRON-CO-FID-TRADITIONAL Service code 49 · EIN 26-2409128 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Other Services | $1,745 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 49 · EIN 31-4156830 10 W. NATIONWIDE BLVD. 5-05-111V · COLUMBUS, OH 43215 | Other Services | $436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,208 | $59,186-69.2% | $76,768-76.3% | $56,287-67.7% |
| Participation rate | 35.1% | 75.2%-40.2pp | 77.0%-41.9pp | 69.9%-34.8pp |
| Annual return | -2.16% | 6.62%-8.8pp | 2.43%-4.6pp | -9.96%+7.8pp |
| Employer contribution / active EE | $410 | $1,759-76.7% | $2,485-83.5% | $2,111-80.6% |
| Participant deferral / active EE | $622 | $3,255-80.9% | $3,852-83.8% | $3,350-81.4% |
| Admin fee / account holder | $118 | $489-75.9% | $6,675-98.2% | $521-77.4% |