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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $87,038 |
CECILCO6+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $11,272 |
PROSPERA FINANCIAL SERVICES6+ years Filed as: PROSPERA FINANCIAL Service code 27 | Advisory (Plan) | $7,463 |
PROSPERA FINANCIAL SERVICES6+ 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 | $141,487 | $72,012+96.5% | $185,823-23.9% | $79,858+77.2% |
| Participation rate | 92.6% | 65.8%+26.8pp | 78.0%+14.5pp | 69.6%+22.9pp |
| Annual return | 8.12% | 23.12%-15.0pp | 35.95%-27.8pp | 31.71%-23.6pp |
| Employer contribution / active EE | $7,494 | $1,965+281.5% | $4,087+83.3% | $2,471+203.3% |
| Participant deferral / active EE | $4,306 | $3,779+14.0% | $5,632-23.5% | $3,740+15.1% |
| Admin fee / account holder | $526 | $4,513-88.3% | $9,500-94.5% | $5,306-90.1% |