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 9-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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,174 |
EDWARD JONES1 year Filed as: EDWARD D A SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $9,458 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 27 123325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,248 | $65,376-43.0% | $87,100-57.2% | $65,185-42.9% |
| Participation rate | 85.6% | 75.3%+10.2pp | 76.9%+8.7pp | 70.2%+15.4pp |
| Annual return | 18.82% | 31.27%-12.5pp | 28.19%-9.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,968 | $1,822+8.0% | $2,521-22.0% | $2,177-9.6% |
| Participant deferral / active EE | $5,303 | $3,388+56.5% | $4,049+31.0% | $3,514+50.9% |
| Admin fee / account holder | $328 | $520-36.9% | $7,497-95.6% | $847-61.3% |