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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $81,002 |
Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $6,960 |
Filed as: AMERPRISE FINANCIAL SERVICES Service code 26 50082 AMERPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $71,073 | $79,523-10.6% | $140,016-49.2% | $56,287+26.3% |
| Participation rate | 84.0% | 85.7%-1.7pp | 87.5%-3.5pp | 69.9%+14.1pp |
| Annual return | -6.05% | 2.39%-8.4pp | 651.12%-657.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $5,187 | $3,350+54.8% | $5,606-7.5% | $2,111+145.7% |
| Participant deferral / active EE | $2,869 | $5,129-44.1% | $6,927-58.6% | $3,350-14.4% |
| Admin fee / account holder | $332 | $614-46.0% | $10,705-96.9% | $521-36.3% |