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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $58,351 |
CETERA ADVISOR NETWORKS LLC2 years Service code 28 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455670 | Investment Management | $25,525 |
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 22 · EIN 13-3866919 123 MAIN STREET · WHITE PLAINS, NY 106013114 | Insurance Broker | $8,959 |
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 | $221,575 | $511,364-56.7% | $162,163+36.6% | - |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.6%+12.4pp | - |
| Annual return | 17.16% | 18.01%-0.8pp | 115.59%-98.4pp | - |
| Employer contribution / active EE | $12,333 | $2,842+333.9% | $5,614+119.7% | - |
| Participant deferral / active EE | $14,677 | $5,219+181.2% | $7,298+101.1% | - |
| Admin fee / account holder | $0 | $22,911-100.0% | $10,843-100.0% | - |