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 |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-4156830 | Recordkeeping | $107,816 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 15 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping | $5,704 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORR Service code 15 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,069 | $73,867-71.5% | $143,757-85.3% | $68,494-69.2% |
| Participation rate | 83.0% | 66.7%+16.3pp | 80.3%+2.7pp | 67.9%+15.1pp |
| Annual return | -13.77% | 1.01%-14.8pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,918 | $3,184-39.8% | $4,951-61.3% | $2,596-26.1% |
| Participant deferral / active EE | $2,815 | $3,384-16.8% | $5,637-50.1% | $4,027-30.1% |
| Admin fee / account holder | $337 | $5,755-94.1% | $14,673-97.7% | $5,403-93.8% |