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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.
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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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,577 |
CLS INVESTMENTS2 years Service code 26 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Participants) | $27,832 |
THE INVESTMENT CENTER INC2 years Filed as: THE INVESTMENT CENTER, INC. Service code 28 1420 ROUTE 206 NORTH · BEDMINSTER, NJ 07921 | Investment Management | $24,826 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $6,347 |
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.)
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 | $104,711 | $136,307-23.2% | $177,821-41.1% | $73,488+42.5% |
| Participation rate | 76.3% | 86.1%-9.8pp | 87.7%-11.4pp | 70.7%+5.6pp |
| Annual return | 8.70% | 18.68%-10.0pp | 48.32%-39.6pp | 28.51%-19.8pp |
| Employer contribution / active EE | $877 | $3,712-76.4% | $5,918-85.2% | $2,270-61.4% |
| Participant deferral / active EE | $5,366 | $5,829-7.9% | $7,714-30.4% | $3,740+43.5% |
| Admin fee / account holder | $440 | $596-26.1% | $12,427-96.5% | $513-14.2% |