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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,140 |
IRON-CO-FID-COMPREHENSIVE5 years Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $9,422 |
Filed as: AMERPRISE FINANCIAL SERVICES Service code 26 50082 AMERPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,561 | $102,553-18.5% | $151,611-44.9% | $66,914+24.9% |
| Participation rate | 77.5% | 85.5%-8.0pp | 87.5%-10.0pp | 69.8%+7.7pp |
| Annual return | -13.68% | -10.82%-2.9pp | 3.33%-17.0pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,438 | $4,180-17.8% | $6,166-44.2% | $2,544+35.1% |
| Participant deferral / active EE | $6,862 | $6,641+3.3% | $8,363-18.0% | $4,237+62.0% |
| Admin fee / account holder | $305 | $630-51.6% | $11,616-97.4% | $593-48.6% |