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 | $47,577 |
NEWPORT GROUP, INC.1 year Service code 15 5700 WESTOWN PARKWAY, SUITE 100 · WEST DES MOINES, IA 50266 | Recordkeeping | $30,770 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
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 | $19,896 | $47,648-58.2% | $130,648-84.8% | $67,579-70.6% |
| Participation rate | 79.3% | 60.4%+18.8pp | 71.7%+7.5pp | 71.3%+8.0pp |
| Annual return | 21.04% | 25.73%-4.7pp | 1708.96%-1687.9pp | 378.56%-357.5pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,305 | $2,616-11.9% | $3,603-36.0% | $3,539-34.9% |
| Admin fee / account holder | $78 | $105-25.7% | $5,464-98.6% | $142-45.1% |