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 49 · EIN 31-4156830 | Other Services | $48,465 |
Filed as: MML INSURANCE AGENCY, LLC Service code 27 PO BOX 9500 · SPINGFIELD, MA 01102 | Advisory (Plan) | $33,711 |
INWEST RETIREMENT SOLUTIONS3 years Service code 14 4305 N GARFIELD · MIDLAND, TX 79705 | Plan Administrator | $17,642 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 49 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Other Services | $13,711 |
NATIONWIDE3 years Filed as: NATIONWIDE FINANCIAL Service code 49 | Other Services | $6,452 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,442 | $102,553-63.5% | $151,611-75.3% | $66,914-44.0% |
| Participation rate | 90.7% | 85.5%+5.2pp | 87.5%+3.2pp | 69.8%+20.9pp |
| Annual return | -14.76% | -10.82%-3.9pp | 3.33%-18.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,713 | $4,180-59.0% | $6,166-72.2% | $2,544-32.7% |
| Participant deferral / active EE | $4,332 | $6,641-34.8% | $8,363-48.2% | $4,237+2.2% |
| Admin fee / account holder | $455 | $630-27.7% | $11,616-96.1% | $593-23.3% |