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 | $34,639 |
PENTEGRA SERVICES, INC.5+ years Filed as: APS-PENTEGRA Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $3,295 |
LPL FINANCIAL5+ years Filed as: LPL DINNXIL LLX Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,510 | $52,953-53.7% | $172,739-85.8% | $65,185-62.4% |
| Participation rate | 25.7% | 66.2%-40.5pp | 82.6%-57.0pp | 70.2%-44.5pp |
| Annual return | 19.98% | 30.12%-10.1pp | 802.84%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $971 | $2,471-60.7% | $5,198-81.3% | $3,514-72.4% |
| Admin fee / account holder | $478 | $472+1.2% | $13,954-96.6% | $847-43.6% |