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 |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $12,818 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 | Recordkeeping | $9,832 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $752 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,464 | $60,323-82.7% | $81,812-87.2% | $74,495-86.0% |
| Participation rate | 75.6% | 62.9%+12.7pp | 72.3%+3.2pp | 67.2%+8.4pp |
| Annual return | 11.83% | 16.90%-5.1pp | 773.79%-762.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $923 | $2,620-64.8% | $2,912-68.3% | $2,623-64.8% |
| Participant deferral / active EE | $1,413 | $3,387-58.3% | $4,319-67.3% | $4,346-67.5% |
| Admin fee / account holder | $72 | $1,486-95.1% | $7,386-99.0% | $1,942-96.3% |