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 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $54,226 |
INWEST RETIREMENT SOLUTIONS2+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $16,934 |
BAKER TILLY US, LLP1+ years Filed as: MONTGOMERY COSCIA GREILICH, LLP Service code 10 2500 DALLAS PARKWAY · DALLAS, TX 75093 | Accounting | $8,593 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES Service code 51 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Investment Mgmt Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,373 | $36,916-71.9% | $156,549-93.4% | $57,658-82.0% |
| Participation rate | 78.1% | 63.4%+14.6pp | 84.0%-5.9pp | 70.2%+7.9pp |
| Annual return | 8.72% | 12.38%-3.7pp | 32.23%-23.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,606 | $1,926+35.4% | $4,871-46.5% | $3,061-14.8% |
| Admin fee / account holder | $232 | $82+181.5% | $13,027-98.2% | $95+145.7% |