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 |
|---|---|---|
NATIONWIDE1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $24,053 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV. Service code 27 · EIN 20-1665305 1776 PLEASANT PLAN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $23,620 |
Filed as: CREATIVE RETIREMENT SYSTEMS INC. Service code 13 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $860 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,213 | $105,181-34.2% | $159,436-56.6% | $85,850-19.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.8%+10.4pp | 69.3%+23.9pp |
| Annual return | 15.07% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $4,190 | $3,318+26.3% | $4,829-13.2% | $2,565+63.4% |
| Participant deferral / active EE | $7,913 | $5,945+33.1% | $7,352+7.6% | $3,952+100.3% |
| Admin fee / account holder | $193 | $6,933-97.2% | $10,799-98.2% | $6,260-96.9% |