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 |
|---|---|---|
NATIONWIDE10+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $21,662 |
PENTEGRA SERVICES, INC.5 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Plan Administrator | $3,030 |
IRON-CO-FID-COMPREHENSIVE10+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 55 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Other Commissions | $2,424 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL, LLC Service code 55 COMMISSION DEPT. · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Filed as: MML INSURANCE AGENCY/INVESTOR SVCS Service code 22 PO BOX 9500 · SPRINGFIELD, MA 011118089 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,179 | $50,982-58.5% | $154,803-86.3% | $85,563-75.2% |
| Participation rate | 58.9% | 59.8%-0.9pp | 78.1%-19.2pp | 66.0%-7.1pp |
| Annual return | 9.52% | 30.35%-20.8pp | 58.88%-49.4pp | 31.51%-22.0pp |
| Employer contribution / active EE | $829 | $1,708-51.5% | $4,305-80.7% | $2,654-68.8% |
| Participant deferral / active EE | $1,412 | $2,474-42.9% | $5,540-74.5% | $4,375-67.7% |
| Admin fee / account holder | $27 | $846-96.9% | $14,329-99.8% | $834-96.8% |