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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,868 |
EDWARD JONES4+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $7,012 |
OPOC.US1 year Service code 52 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Indirect Investment Fees | $625 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 52 12325 PORT GRACE BLVD. · LA VISTA, NE 681280001 | Indirect Investment Fees | $0 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 52 12325 PORT GRACE BLVD. · LA VISTA, NE 681280001 | Indirect Investment Fees | $0 |
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 | $87,803 | $59,715+47.0% | $74,550+17.8% | - |
| Participation rate | 83.8% | 60.9%+22.9pp | 69.1%+14.7pp | - |
| Annual return | -6.39% | -10.64%+4.2pp | 32.53%-38.9pp | - |
| Employer contribution / active EE | $544 | $725-24.9% | $1,961-72.2% | - |
| Participant deferral / active EE | $3,228 | $2,327+38.7% | $3,108+3.9% | - |
| Admin fee / account holder | $911 | $40,605-97.8% | $5,060-82.0% | - |