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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,951 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED, INC. Service code 26 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Advisory (Participants) | $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 | $36,985 | $60,165-38.5% | $74,183-50.1% | $55,167-33.0% |
| Participation rate | 83.8% | 74.2%+9.7pp | 76.6%+7.2pp | 69.0%+14.9pp |
| Annual return | 7.52% | 10.00%-2.5pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,370 | $1,600-14.3% | $2,370-42.2% | $1,963-30.2% |
| Participant deferral / active EE | $2,662 | $2,973-10.4% | $3,550-25.0% | $3,054-12.8% |
| Admin fee / account holder | $386 | $419-8.0% | $5,586-93.1% | $504-23.5% |