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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $89,675 |
IRON-CO-FID-COMPREHENSIVE3 years Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $7,892 |
Filed as: AMERPRISE FINANCIAL SERVICES Service code 26 50082 AMERPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,826 | $136,307-31.9% | $177,821-47.8% | $73,488+26.3% |
| Participation rate | 70.4% | 86.1%-15.7pp | 87.7%-17.4pp | 70.7%-0.3pp |
| Annual return | 11.60% | 18.68%-7.1pp | 48.32%-36.7pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,749 | $3,712-25.9% | $5,918-53.5% | $2,270+21.1% |
| Participant deferral / active EE | $5,402 | $5,829-7.3% | $7,714-30.0% | $3,740+44.4% |
| Admin fee / account holder | $278 | $596-53.3% | $12,427-97.8% | $513-45.8% |