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 |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $81,074 |
LEGACY BENEFIT SERVICES9+ years Service code 13 · EIN 71-0948945 5600 S. QUEBEC ST · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $29,387 |
NATIONWIDE1 year Filed as: NATIONWIDE TRUST COMPANY FSB Service code 10 P.O. BOX 183406 · COLUMBUS, OH 43218 | Accounting | $500 |
Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 525568757 | Advisory (Plan) | $0 |
TBS AGENCY INC7 years Filed as: TBS AGENCY, INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,841 | $30,147-17.6% | $58,482-57.5% | $80,160-69.0% |
| Participation rate | 28.3% | 34.4%-6.1pp | 50.9%-22.5pp | 72.9%-44.6pp |
| Annual return | 16.29% | 21.97%-5.7pp | 4239.32%-4223.0pp | 40.38%-24.1pp |
| Employer contribution / active EE | $201 | $528-62.0% | $1,053-80.9% | $2,978-93.3% |
| Participant deferral / active EE | $1,338 | $1,249+7.1% | $1,924-30.4% | $5,017-73.3% |
| Admin fee / account holder | $216 | $195+10.9% | $2,516-91.4% | $145+48.9% |