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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $86,735 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 15 · EIN 31-1582098 13680 CLEVELAND AVENUE NW · UNIONTOWN, OH 44685 | Recordkeeping | $14,544 |
M HOLDINGS SECURITIES INC2+ years Service code 99 1125 W COUCH STREET #900 · PORTLAND, OR 97209 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,755 | $50,637+114.8% | $86,590+25.6% | $62,292+74.6% |
| Participation rate | 52.2% | 67.9%-15.7pp | 73.5%-21.4pp | 69.5%-17.3pp |
| Annual return | 15.96% | 20.80%-4.8pp | 964.84%-948.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,168 | $2,075-43.7% | $2,839-58.9% | $2,042-42.8% |
| Participant deferral / active EE | $3,348 | $2,611+28.2% | $3,609-7.2% | $3,169+5.6% |
| Admin fee / account holder | $38 | $413-90.9% | $4,906-99.2% | $479-92.1% |