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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $100,458 |
IRON-CO-FID-COMPREHENSIVE2 years Service code 19 630 DUNDEE ROAD STE 200 · NORTHBROOK, IL 60062 | Securities Custodian | $5,106 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 1300 CLINTON STREET · FORT WAYNE, IN 46802 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,071 | $52,953-62.1% | $172,739-88.4% | $65,185-69.2% |
| Participation rate | 83.4% | 66.2%+17.3pp | 82.6%+0.8pp | 70.2%+13.2pp |
| Annual return | 19.08% | 30.12%-11.0pp | 802.84%-783.8pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,451 | $2,190-33.7% | $5,143-71.8% | $2,177-33.3% |
| Participant deferral / active EE | $2,158 | $2,471-12.6% | $5,198-58.5% | $3,514-38.6% |
| Admin fee / account holder | $312 | $472-33.8% | $13,954-97.8% | $847-63.1% |