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 |
|---|---|---|
NATIONWIDE8 years Service code 12 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment advisory (plan); Claims pr... | $39,962 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLP Service code 26 | Advisory (Participants) | $34,465 |
FARMER & BETTS7 years Service code 12 · EIN 94-3322438 6010 20TH ST E STE 1 · FIFE, WA 98424 | Custodial (securities); Recordkeeping... | $8,632 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $3,690 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FL ANNUITY · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
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.
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 | $31,159 | $96,018-67.5% | $65,493-52.4% | $85,563-63.6% |
| Participation rate | 53.5% | 74.8%-21.3pp | 73.1%-19.6pp | 66.0%-12.4pp |
| Annual return | 14.89% | 14.51%+0.4pp | 982.45%-967.6pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,410 | $3,235-56.4% | $2,574-45.2% | $2,654-46.9% |
| Participant deferral / active EE | $2,491 | $4,055-38.6% | $3,961-37.1% | $4,375-43.1% |
| Admin fee / account holder | $27 | $271-89.9% | $5,028-99.5% | $834-96.7% |