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 |
|---|---|---|
NATIONWIDE4+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $29,236 |
RPS PLAN ADMINISTRATORS3+ years Service code 13 · EIN 84-1096179 | Contract Administrator | $3,699 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,789 | $55,449-40.9% | $83,848-60.9% | $56,287-41.7% |
| Participation rate | 38.9% | 68.0%-29.2pp | 76.1%-37.3pp | 69.9%-31.0pp |
| Annual return | -5.91% | -1.38%-4.5pp | 850.88%-856.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $954 | $2,935-67.5% | $4,082-76.6% | $3,350-71.5% |
| Admin fee / account holder | $62 | $656-90.5% | $5,478-98.9% | $521-88.1% |