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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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,782 |
Filed as: BEACON BENEFITS, INC. Service code 17 · EIN 04-3103297 5 CHERRY HILL DRIVE, UNIT L 120 · DANVERS, MA 01923 | Pension Consulting | $8,599 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,501 | $91,407+55.9% | $135,903+4.9% | $71,457+99.4% |
| Participation rate | 89.6% | 75.7%+13.9pp | 81.9%+7.7pp | 67.9%+21.6pp |
| Annual return | 1.55% | 29.90%-28.3pp | 68.23%-66.7pp | 28.85%-27.3pp |
| Employer contribution / active EE | $11,497 | $3,703+210.4% | $4,856+136.8% | $2,588+344.3% |
| Participant deferral / active EE | $13,797 | $7,092+94.5% | $7,758+77.9% | $4,289+221.7% |
| Admin fee / account holder | $455 | $1,266-64.0% | $10,762-95.8% | $1,587-71.3% |