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 8-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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,858 |
Filed as: QUINTES FINANCIAL SERVICES, LLC Service code 26 · EIN 35-2584032 | Advisory (Participants) | $6,154 |
Filed as: QUINTES ADMINISTRATIVE & INSURANCE Service code 13 · EIN 20-4319325 | Contract Administrator | $5,156 |
Service code 13 · EIN 94-2936206 | Contract Administrator | $839 |
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 | $29,561 | $58,879-49.8% | $178,490-83.4% | $73,488-59.8% |
| Participation rate | 72.5% | 66.2%+6.2pp | 81.9%-9.5pp | 70.7%+1.8pp |
| Annual return | 18.05% | 24.86%-6.8pp | 151.07%-133.0pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,125 | $2,236-49.7% | $5,011-77.6% | $2,270-50.5% |
| Participant deferral / active EE | $3,759 | $2,567+46.4% | $5,202-27.7% | $3,740+0.5% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |