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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $439 |
PENTEGRA SERVICES, INC.6+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 | Contract Administrator | $0 |
FIRST OHIO PLANNING6+ years Filed as: FIRST OHIO PLANNING, LLC Service code 27 · EIN 26-0142879 | Advisory (Plan) | $0 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS, INC Service code 27 · EIN 74-3257877 1200 17TH ST., STE. 500 · DENVER, CO 80202 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $10,601 | $58,879-82.0% | $178,490-94.1% | $73,488-85.6% |
| Participation rate | 78.0% | 66.2%+11.8pp | 81.9%-3.9pp | 70.7%+7.4pp |
| Annual return | 15.91% | 24.86%-9.0pp | 151.07%-135.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $554 | $2,236-75.2% | $5,011-88.9% | $2,270-75.6% |
| Participant deferral / active EE | $1,409 | $2,567-45.1% | $5,202-72.9% | $3,740-62.3% |
| Admin fee / account holder | $91 | $400-77.3% | $13,984-99.3% | $513-82.3% |