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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $82,485 |
CECILCO5+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $28,154 |
PROSPERA FINANCIAL SERVICES5+ years Filed as: PROSPERA FINANCIAL Service code 27 | Advisory (Plan) | $7,262 |
PROSPERA FINANCIAL SERVICES5+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 5429 LBJ FRWY · DALLAS, TX 751832551 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,992 | $56,972+100.1% | $182,532-37.5% | $65,185+74.9% |
| Participation rate | 90.4% | 66.5%+23.8pp | 78.0%+12.4pp | 70.2%+20.2pp |
| Annual return | 15.04% | 27.67%-12.6pp | 148.54%-133.5pp | 29.38%-14.3pp |
| Employer contribution / active EE | $6,179 | $1,615+282.7% | $4,076+51.6% | $2,177+183.9% |
| Participant deferral / active EE | $3,556 | $3,526+0.8% | $5,524-35.6% | $3,514+1.2% |
| Admin fee / account holder | $458 | $528-13.2% | $8,592-94.7% | $847-45.9% |