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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $82,845 |
IRON-CO-FID-COMPREHENSIVE2 years Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $7,420 |
Filed as: AMERPRISE FINANCIAL SERVICES Service code 26 50082 AMERPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
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 | $83,458 | $98,982-15.7% | $162,163-48.5% | $65,185+28.0% |
| Participation rate | 74.2% | 85.8%-11.6pp | 87.6%-13.4pp | 70.2%+4.0pp |
| Annual return | 20.05% | 24.84%-4.8pp | 115.59%-95.5pp | 29.38%-9.3pp |
| Employer contribution / active EE | $2,738 | $3,467-21.0% | $5,614-51.2% | $2,177+25.8% |
| Participant deferral / active EE | $5,074 | $5,384-5.8% | $7,298-30.5% | $3,514+44.4% |
| Admin fee / account holder | $288 | $596-51.8% | $10,843-97.3% | $847-66.0% |