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 |
|---|---|---|
MONECO ADVISORS1 year Filed as: MONECO ADVISORS, LLC Service code 28 · EIN 46-3758971 2150 POST ROAD · FAIRFIELD, CT 06824 | Investment Management | $26,913 |
NATIONWIDE10+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432152220 | Recordkeeping | $10,998 |
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 | $31,410 | $50,982-38.4% | $154,803-79.7% | $85,563-63.3% |
| Participation rate | 87.8% | 59.8%+28.0pp | 78.1%+9.8pp | 66.0%+21.9pp |
| Annual return | 12.06% | 30.35%-18.3pp | 58.88%-46.8pp | 31.51%-19.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,924 | $2,474+18.2% | $5,540-47.2% | $4,375-33.2% |
| Admin fee / account holder | $85 | $846-89.9% | $14,329-99.4% | $834-89.8% |