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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $63,709 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 12 · EIN 20-3886993 | Claims processing; Recordkeeping and ... | $19,085 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 17 12671 HIGH BLUFF DR. SUITE 200 · SAN DIEGO, CA 92130 | Pension Consulting | $0 |
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 | $44,396 | $100,801-56.0% | $149,696-70.3% | $73,409-39.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 18.88% | 265.34%-246.5pp | 276.60%-257.7pp | 59.29%-40.4pp |
| Employer contribution / active EE | $2,652 | $3,312-19.9% | $4,644-42.9% | $2,234+18.8% |
| Participant deferral / active EE | $4,352 | $6,404-32.0% | $6,842-36.4% | $3,805+14.4% |
| Admin fee / account holder | $28 | $181-84.6% | $9,309-99.7% | $158-82.3% |