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.
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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 |
|---|---|---|
NATIONWIDE3+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $26,628 |
RPS PLAN ADMINISTRATORS2+ years Service code 13 · EIN 84-1096179 | Contract Administrator | $3,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,579 | $58,726-42.8% | $92,233-63.6% | $62,292-46.1% |
| Participation rate | 37.3% | 68.3%-31.0pp | 76.5%-39.2pp | 69.5%-32.2pp |
| Annual return | 20.48% | 43.62%-23.1pp | 176.28%-155.8pp | 28.90%-8.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $724 | $2,766-73.8% | $3,897-81.4% | $3,169-77.2% |
| Admin fee / account holder | $63 | $556-88.6% | $5,194-98.8% | $479-86.8% |