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 | $14,176 |
MOONSTONE ASSET MANAGEMENT INC.1+ years Service code 27 · EIN 36-3693795 | Advisory (Plan) | $11,964 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON ADMINISTRATION Service code 13 · EIN 37-1458725 | Contract Administrator | $2,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,439 | $31,109-21.4% | $67,711-63.9% | $52,331-53.3% |
| Participation rate | 35.3% | 54.0%-18.7pp | 67.5%-32.2pp | 68.1%-32.8pp |
| Annual return | -2.88% | 23.70%-26.6pp | 25.41%-28.3pp | 4.54%-7.4pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $690 | $1,970-65.0% | $3,585-80.8% | $3,022-77.2% |
| Admin fee / account holder | $337 | $466-27.7% | $4,255-92.1% | $592-43.0% |