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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.
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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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $62,257 |
NEXUS ADMINISTRATORS, INC.4 years Service code 15 · EIN 77-0586222 | Recordkeeping | $1,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,764 | $62,127+176.5% | $81,382+111.1% | $74,495+130.6% |
| Participation rate | 84.9% | 64.0%+20.9pp | 69.5%+15.5pp | 67.2%+17.7pp |
| Annual return | 12.32% | 16.48%-4.2pp | 24.73%-12.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,952 | $1,882+56.8% | $2,463+19.9% | $2,623+12.5% |
| Participant deferral / active EE | $6,859 | $3,229+112.4% | $3,883+76.6% | $4,346+57.8% |
| Admin fee / account holder | $366 | $1,934-81.1% | $5,768-93.7% | $1,942-81.1% |