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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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,767 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $3,650 |
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.
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 | $14,606 | $29,548-50.6% | $56,411-74.1% | $77,643-81.2% |
| Participation rate | 27.6% | 32.7%-5.1pp | 52.5%-24.9pp | 70.6%-43.0pp |
| Annual return | 10.48% | 19.01%-8.5pp | 1701.33%-1690.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $279 | $568-50.8% | $1,039-73.1% | $2,726-89.8% |
| Participant deferral / active EE | $571 | $1,061-46.2% | $1,952-70.7% | $4,647-87.7% |
| Admin fee / account holder | $13 | $1,046-98.7% | $2,829-99.5% | $430-97.0% |