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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.
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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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,810 |
DEFINITI LLC1 year Service code 63 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | 12b-1 Fees | $2,525 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 PO BOX 7108 · TROY, MI 48007 | Contract Administrator | $105 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $30 |
Filed as: RAYMOND JAMES FINANCIAL SERVIC Service code 27 P O BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,986 | $61,272-41.3% | $149,673-76.0% | $71,457-49.6% |
| Participation rate | 40.2% | 62.5%-22.3pp | 78.8%-38.6pp | 67.9%-27.7pp |
| Annual return | 9.23% | 35.85%-26.6pp | 134.42%-125.2pp | 28.85%-19.6pp |
| Employer contribution / active EE | $783 | $2,378-67.1% | $4,818-83.8% | $2,588-69.8% |
| Participant deferral / active EE | $1,302 | $2,917-55.4% | $5,680-77.1% | $4,289-69.6% |
| Admin fee / account holder | $28 | $1,261-97.8% | $13,210-99.8% | $1,587-98.3% |