See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,524 |
NILES LANKFORD GROUP, INC.3+ years Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $11,973 |
MONNIER & CO3+ years Service code 10 1055 FAIRINGTON DRIVE · SIDNEY, OH 453650459 | Accounting | $9,500 |
Filed as: IRON-CO-FID--COMPREHENSIVE Service code 28 630 DUNDEE RD · ORTHBROOK, IL 60062 | Investment Management | $5,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,987 | $78,826-1.1% | $91,001-14.3% | - |
| Participation rate | 88.9% | 75.7%+13.1pp | 75.6%+13.3pp | - |
| Annual return | 16.87% | 13.42%+3.5pp | 4.60%+12.3pp | - |
| Employer contribution / active EE | $1,267 | $2,032-37.7% | $2,456-48.4% | - |
| Participant deferral / active EE | $3,656 | $3,427+6.7% | $3,547+3.1% | - |
| Admin fee / account holder | $924 | $1,277-27.7% | $5,417-82.9% | - |