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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,861 |
SALING SIMMS ASSOC INC3 years Filed as: SALING, SIMMS, ASSOCIATES INC. Service code 19 · EIN 31-1254295 | Securities Custodian | $12,636 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 14 · EIN 82-1371994 | Plan Administrator | $4,837 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 25 · EIN 26-4311657 | Directed Trustee | $1,580 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,348 | $73,867-65.7% | $143,757-82.4% | $68,494-63.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.17% | 1.01%-22.2pp | -0.04%-21.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,047 | $3,184-35.7% | $4,951-58.7% | $2,596-21.2% |
| Participant deferral / active EE | $1,185 | $3,384-65.0% | $5,637-79.0% | $4,027-70.6% |
| Admin fee / account holder | $254 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |