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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing; Recordkeeping and ... | $72,886 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 871110415 | Contract Administrator; Claims proces... | $16,207 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $21,789 | $46,173-52.8% | $170,442-87.2% | $69,631-68.7% |
| Participation rate | 76.2% | 63.9%+12.3pp | 83.6%-7.4pp | 70.7%+5.5pp |
| Annual return | 13.27% | 21.62%-8.4pp | 205.93%-192.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $768 | $1,610-52.3% | $5,433-85.9% | $2,032-62.2% |
| Participant deferral / active EE | $1,348 | $2,080-35.2% | $4,939-72.7% | $3,224-58.2% |
| Admin fee / account holder | $306 | $116+164.0% | $13,880-97.8% | $110+177.2% |