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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,340 |
Service code 15 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 36124 | Recordkeeping | $6,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,870 | $56,897+7.0% | $84,750-28.2% | $62,891-3.2% |
| Participation rate | 40.6% | 68.5%-27.9pp | 76.6%-36.0pp | 69.3%-28.7pp |
| Annual return | 4.97% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $898 | $2,400-62.6% | $3,574-74.9% | $2,281-60.6% |
| Participant deferral / active EE | $1,387 | $2,709-48.8% | $3,712-62.6% | $3,203-56.7% |
| Admin fee / account holder | $6 | $3,581-99.8% | $5,332-99.9% | $4,296-99.8% |