See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 14 · EIN 11-3271022 | Plan Administrator | $13,096 |
Filed as: MML INVESTORS SERVICES Service code 26 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Participants) | $5,637 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,513 |
Filed as: IRON-CO-FID-3(21) Service code 31 · EIN 26-2409128 | Named fiduciary | $376 |
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 | $40,440 | $66,302-39.0% | $110,238-63.3% | $56,287-28.2% |
| Participation rate | 83.6% | 74.9%+8.7pp | 79.8%+3.8pp | 69.9%+13.8pp |
| Annual return | -5.67% | -1.18%-4.5pp | 314.74%-320.4pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,981 | $3,381+47.3% | $4,672+6.6% | $3,350+48.7% |
| Admin fee / account holder | $88 | $698-87.4% | $8,547-99.0% | $521-83.1% |