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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,716 |
LPL FINANCIAL5+ years Filed as: WADDELL & REED, INC. Service code 26 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Advisory (Participants) | $3,858 |
DUNBAR, BENDER & ZAPF, INC.3 years Service code 15 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Recordkeeping | $700 |
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 | $64,254 | $73,638-12.7% | $95,952-33.0% | $73,488-12.6% |
| Participation rate | 96.5% | 76.2%+20.4pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 13.24% | 16.78%-3.5pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,692 | $1,863-9.2% | $2,541-33.4% | $2,270-25.5% |
| Participant deferral / active EE | $3,291 | $3,617-9.0% | $4,167-21.0% | $3,740-12.0% |
| Admin fee / account holder | $73 | $482-84.8% | $6,795-98.9% | $513-85.7% |