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 33 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, OH 52556 | Securities brokerage | $145,786 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $132,947 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 PO BOX 329 · PLYMOUTH, IN 46563 | Contract Administrator | $31,625 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,340 | $86,944+224.7% | $107,525+162.6% | $74,304+280.0% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 14.89% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $39,249 | $2,757+1323.7% | $3,754+945.6% | $2,241+1651.2% |
| Participant deferral / active EE | $8,086 | $3,554+127.5% | $5,116+58.1% | $3,767+114.6% |
| Admin fee / account holder | $872 | $3,727-76.6% | $8,919-90.2% | $2,969-70.6% |