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 |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON FINANCIAL Service code 17 · EIN 26-2409128 | Pension Consulting | $12,338 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,658 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON ADMINISTRATION Service code 63 · EIN 37-1458725 | 12b-1 Fees | $4,257 |
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 | $25,618 | $46,732-45.2% | $156,549-83.6% | $55,167-53.6% |
| Participation rate | 63.0% | 65.8%-2.8pp | 84.0%-21.1pp | 69.0%-6.0pp |
| Annual return | 6.16% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $780 | $2,105-63.0% | $5,501-85.8% | $1,963-60.3% |
| Participant deferral / active EE | $1,337 | $2,204-39.3% | $4,871-72.6% | $3,054-56.2% |
| Admin fee / account holder | $319 | $418-23.6% | $13,027-97.5% | $504-36.6% |