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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: WADDELL & REED, INC Service code 33 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Securities brokerage commissions and ... | $14,839 |
NATIONWIDE4 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,880 |
BENEFIT EQUITY, INC.4 years Service code 15 · EIN 33-0384246 1971 E. 4TH STREET · SANTA ANA, CA 927053917 | Recordkeeping | $4,331 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE Service code 33 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Securities brokerage; Securities brok... | $2,373 |
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $1,455 |
W & R INSURANCE AGENCY4 years Filed as: W & R INSURANCE AGENCY INC Service code 33 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,250 | $52,670-6.5% | $90,404-45.5% | $73,409-32.9% |
| Participation rate | 15.2% | 67.7%-52.5pp | 72.7%-57.5pp | 72.2%-57.0pp |
| Annual return | 37.05% | 20.70%+16.4pp | 1293.02%-1256.0pp | 59.29%-22.2pp |
| Employer contribution / active EE | $427 | $1,872-77.2% | $3,262-86.9% | $2,234-80.9% |
| Participant deferral / active EE | $835 | $2,807-70.2% | $3,963-78.9% | $3,805-78.1% |
| Admin fee / account holder | $247 | $117+111.2% | $5,611-95.6% | $158+56.2% |