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 |
|---|---|---|
Service code 26 · EIN 47-3274207 | Advisory (Participants) | $28,372 |
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $10,834 |
RIVER SOURCE WEALTH MANAGEMENT, LLC1 year Service code 26 · EIN 27-0761594 | Advisory (Participants) | $7,911 |
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 | $33,698 | $80,753-58.3% | $136,294-75.3% | $62,292-45.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.36% | 35.83%-18.5pp | 5155.94%-5138.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $6,808 | $2,884+136.1% | $4,695+45.0% | $2,042+233.4% |
| Participant deferral / active EE | $7,393 | $5,164+43.2% | $6,247+18.3% | $3,169+133.3% |
| Admin fee / account holder | $195 | $525-62.9% | $9,243-97.9% | $479-59.4% |