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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION8+ years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $26,120 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,241 |
Service code 33 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $12,885 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,120 | $64,119+70.2% | $112,228-2.8% | $66,914+63.1% |
| Participation rate | 75.2% | 68.5%+6.7pp | 75.1%+0.1pp | 69.8%+5.4pp |
| Annual return | -17.70% | -13.81%-3.9pp | 27.45%-45.1pp | 1.58%-19.3pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,064 | $3,693+118.4% | $4,728+70.6% | $4,237+90.3% |
| Admin fee / account holder | $523 | $625-16.3% | $6,410-91.8% | $593-11.8% |