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 7-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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $83,464 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 14 · EIN 13-3892096 6830 COMMERCE CT DR · BLACKLICK, OH 46004 | Plan Administrator | $59,951 |
Service code 22 | Insurance Broker | $23,690 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON CO FID-INDEX-COMPREHENSIVE Service code 28 · EIN 26-2409128 630 DUNDEE RD · NORTHBROOK, IL 60062 | Investment Management | $10,600 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Insurance Broker | $0 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 14 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,555 | $79,519-62.8% | $95,952-69.2% | $73,409-59.7% |
| Participation rate | 56.8% | 81.2%-24.4pp | 77.1%-20.3pp | 72.2%-15.4pp |
| Annual return | 10.86% | 19.20%-8.3pp | 91.61%-80.8pp | 59.29%-48.4pp |
| Employer contribution / active EE | $932 | $2,048-54.5% | $2,541-63.3% | $2,234-58.3% |
| Participant deferral / active EE | $1,545 | $4,138-62.7% | $4,167-62.9% | $3,805-59.4% |
| Admin fee / account holder | $14 | $184-92.4% | $6,795-99.8% | $158-91.1% |