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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $239,649 |
PENTEGRA SERVICES, INC.4 years Filed as: A P S - PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $84,483 |
GEO BYERS1 year Service code 35 · EIN 31-4139860 427 S HAMILTON ROAD · COLUMBUS, OH 43216 | Employee (plan sponsor) | $13,000 |
Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $0 |
TBS AGENCY INC4 years Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,886 | $50,956+11.6% | $96,562-41.1% | $86,799-34.5% |
| Participation rate | 86.2% | 65.2%+20.9pp | 69.8%+16.4pp | 72.3%+13.9pp |
| Annual return | 12.52% | 21.27%-8.7pp | 37.78%-25.3pp | 97.91%-85.4pp |
| Employer contribution / active EE | $789 | $1,111-29.0% | $2,356-66.5% | $2,405-67.2% |
| Participant deferral / active EE | $5,026 | $2,954+70.1% | $3,849+30.6% | $4,131+21.7% |
| Admin fee / account holder | $71 | $166-57.0% | $6,181-98.8% | $170-57.9% |