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 |
|---|---|---|
Filed as: PENSION FINANCIAL SERVICES Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 300967157 | Contract Administrator | $6,454 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,681 | $25,302-49.9% | $74,701-83.0% | $67,579-81.2% |
| Participation rate | 12.5% | 37.8%-25.4pp | 54.5%-42.0pp | 71.3%-58.8pp |
| Annual return | 22.63% | 10291.17%-10268.5pp | 752.92%-730.3pp | 378.56%-355.9pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $652 | $954-31.6% | $1,964-66.8% | $3,539-81.6% |
| Admin fee / account holder | $121 | $108+12.4% | $3,333-96.4% | $142-14.9% |