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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.
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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 |
|---|---|---|
ARIZONA WEALTH ADVISORS, LLC2+ years Service code 26 · EIN 65-1183696 8813 N. 85TH PL · SCOTTSDALE, AR 85258 | Advisory (Participants) | $10,736 |
NATIONWIDE2+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $2,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,154 | $46,732-59.0% | $156,549-87.8% | $55,167-65.3% |
| Participation rate | 49.4% | 65.8%-16.4pp | 84.0%-34.6pp | 69.0%-19.6pp |
| Annual return | 6.91% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $761 | $2,105-63.8% | $5,501-86.2% | $1,963-61.2% |
| Participant deferral / active EE | $1,642 | $2,204-25.5% | $4,871-66.3% | $3,054-46.2% |
| Admin fee / account holder | $149 | $418-64.3% | $13,027-98.9% | $504-70.4% |