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 4-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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $11,932 |
Service code 17 · EIN 85-0437924 3150 CARLISLE, NE SUITE 211 · ALBUQUERQUE, NM 87110 | Pension Consulting | $3,190 |
Filed as: IRON CO FID 3(21) Service code 27 · EIN 26-2409128 5440 W 110TH ST. · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $342 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,411 | $47,126-84.3% | $149,673-95.0% | $74,419-90.0% |
| Participation rate | 66.6% | 63.4%+3.2pp | 78.8%-12.2pp | 70.7%-4.2pp |
| Annual return | 23.17% | 22.75%+0.4pp | 134.42%-111.3pp | 34.38%-11.2pp |
| Employer contribution / active EE | $2,842 | $1,905+49.2% | $4,818-41.0% | $2,637+7.8% |
| Participant deferral / active EE | $878 | $2,728-67.8% | $5,680-84.5% | $4,528-80.6% |
| Admin fee / account holder | $51 | $343-85.3% | $13,210-99.6% | $348-85.5% |