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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 |
|---|---|---|
NATIONWIDE1 year Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $7,669 |
NATIONWIDE4+ years Filed as: NATIONWIDE TRUST COMPANY Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $7,669 |
Filed as: PATTISON PENSION SPECIALISTS Service code 17 · EIN 85-0437924 3150 CARLISLE BLVD NE, SUITE 211 · ALBUQUERQUE, NM 87110 | Pension Consulting | $3,348 |
Filed as: PATTISON PENSON SPECIALISTS Service code 17 3150 CARLISLE BLVD NE, SUITE 211 · ALBUQUERQUE, NM 87110 | Pension Consulting | $3,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,933 | $50,815-78.5% | $155,509-93.0% | $77,643-85.9% |
| Participation rate | 64.4% | 63.1%+1.3pp | 78.2%-13.8pp | 70.6%-6.2pp |
| Annual return | 16.65% | 34.80%-18.2pp | 64.67%-48.0pp | 31.24%-14.6pp |
| Employer contribution / active EE | $2,933 | $1,993+47.2% | $4,672-37.2% | $2,726+7.6% |
| Participant deferral / active EE | $949 | $2,822-66.4% | $5,626-83.1% | $4,647-79.6% |
| Admin fee / account holder | $12 | $437-97.2% | $15,912-99.9% | $430-97.1% |