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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,405 |
CECILCO1+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $21,649 |
PROSPERA FINANCIAL SERVICES1+ years Filed as: PROSPERA FINANCIAL Service code 27 | Advisory (Plan) | $5,638 |
PROSPERA FINANCIAL SERVICES1+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 5429 LBJ FRWY · DALLAS, TX 751832551 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,769 | $363,850-71.8% | $155,790-34.0% | - |
| Participation rate | 90.9% | 50.7%+40.3pp | 76.1%+14.8pp | - |
| Annual return | -0.27% | -3.26%+3.0pp | 71.54%-71.8pp | - |
| Employer contribution / active EE | $5,395 | $1,069+404.5% | $3,836+40.6% | - |
| Participant deferral / active EE | $3,316 | $2,383+39.2% | $4,797-30.9% | - |
| Admin fee / account holder | $386 | $13,180-97.1% | $7,478-94.8% | - |