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 |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE FINANCIAL Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $76,901 |
Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 525568757 | Advisory (Plan) | $34,614 |
LEGACY BENEFIT SERVICES10+ years Service code 13 · EIN 71-0948945 5600 S. QUEBEC ST · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $2,474 |
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 | $25,849 | $31,741-18.6% | $56,411-54.2% | $199,593-87.0% |
| Participation rate | 31.1% | 32.3%-1.3pp | 52.5%-21.4pp | 72.0%-40.9pp |
| Annual return | 13.39% | 14.72%-1.3pp | 1701.33%-1687.9pp | 34.25%-20.9pp |
| Employer contribution / active EE | $199 | $508-60.7% | $1,039-80.8% | $3,034-93.4% |
| Participant deferral / active EE | $1,605 | $1,184+35.5% | $1,952-17.8% | $5,087-68.4% |
| Admin fee / account holder | $189 | $426-55.7% | $2,829-93.3% | $269-29.8% |