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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,165 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping and information managem... | $1,810 |
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 | $95,181 | $42,546+123.7% | $71,796+32.6% | $55,167+72.5% |
| Participation rate | 70.3% | 59.1%+11.2pp | 69.1%+1.2pp | 69.0%+1.4pp |
| Annual return | 7.72% | 12.36%-4.6pp | 78.04%-70.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,293 | $803+61.0% | $1,924-32.8% | $1,963-34.1% |
| Participant deferral / active EE | $4,194 | $2,064+103.2% | $2,794+50.1% | $3,054+37.3% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |