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 10-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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,922 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS LLC Service code 49 4600 SYRACUSE STREET · DENVER, CO 80237 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,457 | $46,732-54.1% | $156,549-86.3% | $55,167-61.1% |
| Participation rate | 30.1% | 65.8%-35.7pp | 84.0%-54.0pp | 69.0%-38.9pp |
| Annual return | 6.74% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $638 | $2,204-71.0% | $4,871-86.9% | $3,054-79.1% |
| Admin fee / account holder | $69 | $418-83.5% | $13,027-99.5% | $504-86.3% |