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 |
|---|---|---|
Service code 49 · EIN 22-2755716 1161 BROAD STREET, SUITE 314 · SHREWSBURY, NJ 07702 | Other Services | $5,320 |
HOLMAN FRENIA ALLISON PC9+ years Service code 10 · EIN 22-3480145 10 ALLEN STREET · TOMS RIVER, NJ 08753 | Accounting | $0 |
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Filed as: PETER A. NUSSBAUM Service code 99 32 MIDDLEBROOK DRIVE · OCEAN, NJ 07712 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,466 | $60,323-1.4% | $81,812-27.3% | $74,495-20.2% |
| Participation rate | 92.0% | 62.9%+29.1pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 13.24% | 16.90%-3.7pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $5,751 | $2,620+119.5% | $2,912+97.5% | $2,623+119.3% |
| Participant deferral / active EE | $1,322 | $3,387-61.0% | $4,319-69.4% | $4,346-69.6% |
| Admin fee / account holder | $110 | $1,486-92.6% | $7,386-98.5% | $1,942-94.3% |