Filed January 6, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,963 |
Service code 27 | Advisory (Plan) | $16,777 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $8,392 |
Filed as: AMERPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
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 | $113,801 | $80,753+40.9% | $136,294-16.5% | $62,292+82.7% |
| Participation rate | 82.5% | 73.5%+9.0pp | 81.9%+0.6pp | 69.5%+13.0pp |
| Annual return | 18.13% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $3,612 | $2,884+25.2% | $4,695-23.1% | $2,042+76.8% |
| Participant deferral / active EE | $7,902 | $5,164+53.0% | $6,247+26.5% | $3,169+149.4% |
| Admin fee / account holder | $34 | $525-93.5% | $9,243-99.6% | $479-92.8% |