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 | $70,100 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $15,156 |
NEXUS ADMINISTRATORS, INC.4 years Service code 13 · EIN 77-0586222 735 W. ALLUVIAL AVE., SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $8,975 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,825 | $91,538-19.4% | $129,995-43.2% | $75,163-1.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.84% | -631.11%+645.9pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,949 | $2,845+38.8% | $4,320-8.6% | $2,670+47.9% |
| Participant deferral / active EE | $1,520 | $4,341-65.0% | $5,820-73.9% | $4,125-63.1% |
| Admin fee / account holder | $649 | $6,790-90.4% | $10,614-93.9% | $5,651-88.5% |