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 |
|---|---|---|
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 14202 | Contract Administrator | $29,675 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 64 17 COURT STREET, SUITE 500 · BUFFALO, NY 14202 | Recordkeeping Fees | $14,591 |
Service code 27 361 DELEWARE AVENUE · BUFFALO, NY 14202 | Advisory (Plan) | $7,490 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,966 |
Filed as: GWFS EQUITIES INC Service code 72 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $20 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & COMPANY Service code 55 100 MADISON ST. STE 1300 · SYRACUSE, NY 13202 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,131 | $39,038-38.2% | $98,755-75.6% | $86,799-72.2% |
| Participation rate | 86.8% | 68.2%+18.6pp | 65.7%+21.1pp | 72.3%+14.5pp |
| Annual return | 15.54% | 25.86%-10.3pp | 49.91%-34.4pp | 97.91%-82.4pp |
| Employer contribution / active EE | $780 | $1,231-36.6% | $2,067-62.3% | $2,405-67.6% |
| Participant deferral / active EE | $2,185 | $2,581-15.4% | $3,035-28.0% | $4,131-47.1% |
| Admin fee / account holder | $78 | $126-37.6% | $4,076-98.1% | $170-53.7% |