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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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $5,651 |
Service code 17 · EIN 85-0437924 3150 CARLISLE, NE SUITE 211 · ALBUQUERQUE, NM 87110 | Pension Consulting | $1,526 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,114 | $46,292-91.1% | $143,757-97.1% | $64,808-93.7% |
| Participation rate | 66.4% | 64.2%+2.2pp | 80.3%-13.9pp | 71.5%-5.0pp |
| Annual return | -28.80% | -10.05%-18.8pp | -0.04%-28.8pp | 32.82%-61.6pp |
| Employer contribution / active EE | $2,645 | $1,910+38.5% | $4,951-46.6% | $2,506+5.5% |
| Participant deferral / active EE | $784 | $2,646-70.4% | $5,637-86.1% | $4,310-81.8% |
| Admin fee / account holder | $27 | $154-82.7% | $14,673-99.8% | $188-85.8% |