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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $70,043 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping and information managem... | $1,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,411 | $39,245+150.8% | $64,105+53.5% | $52,331+88.1% |
| Participation rate | 60.9% | 58.2%+2.6pp | 68.2%-7.3pp | 68.1%-7.2pp |
| Annual return | -1.85% | 14.79%-16.6pp | 791.24%-793.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $1,304 | $736+77.1% | $1,820-28.4% | $1,882-30.7% |
| Participant deferral / active EE | $4,354 | $1,992+118.6% | $2,822+54.3% | $3,022+44.1% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |