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 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $32,108 |
DB & C ADVISORS LLC2+ years Filed as: DB&C ADVISORS Service code 27 · EIN 27-4210045 355 SETTLERS RD · HOLLAND, MI 49423 | Advisory (Plan) | $18,096 |
DEBOER BAUMANN & CO PLC2+ years Service code 13 · EIN 38-1968022 110 N 3RD STREET · GRAND HAVEN, ME 49417 | Contract Administrator | $6,605 |
DEBOER & ASSOCIATES, PC1 year Filed as: DEBOER BAUMANN AND COMPANY Service code 13 · EIN 38-1968022 110 N 3RD STREET · GRAND HAVEN, MI 49423 | Contract Administrator | $2,000 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 49 · EIN 82-0543156 4211 S 102ND ST · OMAHA, NE 68127 | Other Services | $20 |
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 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 | $39,702 | $71,192-44.2% | $117,854-66.3% | $62,292-36.3% |
| Participation rate | 64.4% | 74.2%-9.8pp | 79.7%-15.2pp | 69.5%-5.1pp |
| Annual return | 11.77% | 18.66%-6.9pp | 335.08%-323.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,766 | $3,189-13.3% | $4,482-38.3% | $3,169-12.7% |
| Admin fee / account holder | $299 | $587-49.1% | $8,020-96.3% | $479-37.6% |