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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,768 |
MOSKAL GROSS ORCHOSKY1 year Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $11,731 |
MOSKAL GROSS ORCHOSKY1 year Filed as: MOSKAL GROSS ORCHOSKY INVESTMENT AD Service code 15 | Recordkeeping | $2,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,188 | $63,299+10.9% | $91,001-22.9% | $62,292+12.7% |
| Participation rate | 59.8% | 73.3%-13.5pp | 75.6%-15.8pp | 69.5%-9.7pp |
| Annual return | 16.27% | 20.99%-4.7pp | 4.60%+11.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $630 | $1,807-65.1% | $2,456-74.3% | $2,042-69.1% |
| Participant deferral / active EE | $3,174 | $2,943+7.9% | $3,547-10.5% | $3,169+0.2% |
| Admin fee / account holder | $426 | $468-8.9% | $5,417-92.1% | $479-11.1% |