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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 |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 | Contract Administrator | $20,793 |
QBI, LLC6+ years Service code 13 · EIN 26-2768667 | Contract Administrator | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,823 | $58,879-52.7% | $178,490-84.4% | $73,488-62.1% |
| Participation rate | 49.4% | 66.2%-16.8pp | 81.9%-32.5pp | 70.7%-21.3pp |
| Annual return | 13.69% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,143 | $2,236-48.9% | $5,011-77.2% | $2,270-49.7% |
| Participant deferral / active EE | $2,525 | $2,567-1.6% | $5,202-51.5% | $3,740-32.5% |
| Admin fee / account holder | $2 | $400-99.4% | $13,984-100.0% | $513-99.5% |