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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+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $25,726 |
JADE PLAN SERVICES1+ years Filed as: JADE PLAN SERVICES, INC. Service code 26 · EIN 75-1808704 | Advisory (Participants) | $5,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,844 | $81,474+32.4% | $133,956-19.5% | $73,488+46.8% |
| Participation rate | 52.6% | 76.4%-23.8pp | 79.8%-27.3pp | 70.7%-18.1pp |
| Annual return | 16.81% | 19.40%-2.6pp | 45.09%-28.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,938 | $3,786+4.0% | $5,048-22.0% | $3,740+5.3% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |