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 |
|---|---|---|
NATIONWIDE1 year Service code 28 · EIN 31-4156830 | Investment Management | $85,759 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-3415651 | Investment Management | $60,217 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $17,181 |
NATIONWIDE7+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $4,296 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 28 · EIN 26-3415651 | Investment Management | $2,313 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 · EIN 31-4156830 | Investment Management | $2,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,501 | $50,815+13.2% | $155,509-63.0% | $77,643-25.9% |
| Participation rate | 77.3% | 63.1%+14.2pp | 78.2%-0.9pp | 70.6%+6.7pp |
| Annual return | 14.65% | 34.80%-20.2pp | 64.67%-50.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,342 | $1,993+67.7% | $4,672-28.5% | $2,726+22.6% |
| Participant deferral / active EE | $5,154 | $2,822+82.6% | $5,626-8.4% | $4,647+10.9% |
| Admin fee / account holder | $75 | $437-82.9% | $15,912-99.5% | $430-82.6% |