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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,293 |
PENSION ASSURANCE LLP8+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $6,485 |
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.
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 | $19,020 | $30,086-36.8% | $61,373-69.0% | $64,808-70.7% |
| Participation rate | 13.6% | 36.4%-22.8pp | 52.6%-39.0pp | 71.5%-57.9pp |
| Annual return | -13.25% | -13.99%+0.7pp | 338.61%-351.9pp | 32.82%-46.1pp |
| Employer contribution / active EE | $149 | $536-72.2% | $1,159-87.1% | $2,506-94.1% |
| Participant deferral / active EE | $290 | $1,126-74.2% | $2,125-86.3% | $4,310-93.3% |
| Admin fee / account holder | $222 | $148+50.0% | $2,130-89.6% | $188+18.3% |