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 |
|---|---|---|
FIRST OHIO PLANNING4+ years Filed as: FIRST OHIO PLANNING, LLC Service code 27 · EIN 26-0142879 | Advisory (Plan) | $8,292 |
PENTEGRA SERVICES, INC.4+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 | Contract Administrator | $6,126 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,272 |
ADVISOR RESOURCE COUNCIL4+ years Filed as: ADVISOR GROUP Service code 27 2300 WINDY RIDGE PARKWAY · ATLANTA, GA 30339 | Advisory (Plan) | $0 |
ROYAL ALLIANCE ASSOCIATES INC4+ years Filed as: ROYAL ALLIANCE INSURANCE AGENCY Service code 27 ONE WORD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,725 | $47,977-88.1% | $154,107-96.3% | $56,287-89.8% |
| Participation rate | 96.5% | 66.2%+30.3pp | 83.0%+13.5pp | 69.9%+26.6pp |
| Annual return | -6.20% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $642 | $2,169-70.4% | $5,298-87.9% | $2,111-69.6% |
| Participant deferral / active EE | $1,182 | $2,392-50.6% | $5,081-76.7% | $3,350-64.7% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |