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 7-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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,757 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $1,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,469 | $56,485-67.3% | $185,823-90.1% | $86,799-78.7% |
| Participation rate | 56.7% | 65.5%-8.8pp | 81.7%-25.0pp | 72.3%-15.6pp |
| Annual return | 13.22% | 118.04%-104.8pp | 122.05%-108.8pp | 97.91%-84.7pp |
| Employer contribution / active EE | $1,123 | $1,843-39.1% | $5,167-78.3% | $2,405-53.3% |
| Participant deferral / active EE | $1,605 | $2,553-37.1% | $5,568-71.2% | $4,131-61.1% |
| Admin fee / account holder | $100 | $150-32.8% | $16,237-99.4% | $170-40.7% |