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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $65,485 |
LPL FINANCIAL4+ years Filed as: WADDELL & REED, INC. Service code 26 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Advisory (Participants) | $5,067 |
DUNBAR, BENDER & ZAPF, INC.2 years Service code 15 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Recordkeeping | $2,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,229 | $65,376-21.6% | $87,100-41.2% | $65,185-21.4% |
| Participation rate | 94.3% | 75.3%+19.0pp | 76.9%+17.4pp | 70.2%+24.1pp |
| Annual return | 19.74% | 31.27%-11.5pp | 28.19%-8.5pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,618 | $1,822-11.2% | $2,521-35.8% | $2,177-25.7% |
| Participant deferral / active EE | $2,996 | $3,388-11.6% | $4,049-26.0% | $3,514-14.7% |
| Admin fee / account holder | $530 | $520+2.0% | $7,497-92.9% | $847-37.4% |