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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,033 |
Service code 15 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 36124 | Recordkeeping | $5,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $71,574 | $58,726+21.9% | $92,233-22.4% | $62,292+14.9% |
| Participation rate | 37.5% | 68.3%-30.8pp | 76.5%-39.0pp | 69.5%-32.0pp |
| Annual return | 12.79% | 43.62%-30.8pp | 176.28%-163.5pp | 28.90%-16.1pp |
| Employer contribution / active EE | $875 | $2,392-63.4% | $3,679-76.2% | $2,042-57.2% |
| Participant deferral / active EE | $1,278 | $2,766-53.8% | $3,897-67.2% | $3,169-59.7% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |