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 · EIN 31-4156830 | Recordkeeping | $43,879 |
DELAWARE VALLEY RETIREMENT, INC.5+ years Service code 14 · EIN 20-2055473 | Plan Administrator | $13,148 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID Service code 26 · EIN 26-2409128 | Advisory (Participants) | $5,845 |
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 | $78,185 | $49,138+59.1% | $84,015-6.9% | $65,185+19.9% |
| Participation rate | 98.4% | 60.7%+37.7pp | 69.0%+29.4pp | 70.2%+28.2pp |
| Annual return | 18.34% | 23.00%-4.7pp | 71.31%-53.0pp | 29.38%-11.0pp |
| Employer contribution / active EE | $1,080 | $914+18.2% | $1,983-45.6% | $2,177-50.4% |
| Participant deferral / active EE | $4,149 | $2,397+73.1% | $3,239+28.1% | $3,514+18.1% |
| Admin fee / account holder | $44 | $543-92.0% | $6,101-99.3% | $847-94.8% |