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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.
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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 CORPORATION1+ years Service code 13 · EIN 04-3222046 | Contract Administrator | $16,951 |
NATIONWIDE1+ years Service code 15 | Recordkeeping | $11,765 |
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $11,598 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 33 | Securities brokerage; Other fees | $3,208 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,977 | $31,109-51.9% | $67,711-77.9% | $52,331-71.4% |
| Participation rate | 80.1% | 54.0%+26.1pp | 67.5%+12.6pp | 68.1%+12.0pp |
| Annual return | -3.82% | 23.70%-27.5pp | 25.41%-29.2pp | 4.54%-8.4pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,920 | $1,970+99.0% | $3,585+9.3% | $3,022+29.7% |
| Admin fee / account holder | $83 | $466-82.2% | $4,255-98.1% | $592-86.0% |