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 |
|---|---|---|
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $152,190 |
BEENE GARTER LLP5+ years Filed as: BEENE GARTER Service code 15 · EIN 38-1337372 | Recordkeeping | $32,376 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID COMPREHENSIVE Service code 28 · EIN 26-2409128 | Investment Management | $16,852 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 | Contract Administrator | $3,316 |
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 | $42,070 | $62,928-33.1% | $172,739-75.6% | $67,579-37.7% |
| Participation rate | 79.8% | 64.5%+15.4pp | 82.6%-2.8pp | 71.3%+8.6pp |
| Annual return | 21.80% | 30.36%-8.6pp | 802.84%-781.0pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,487 | $1,636-9.1% | $5,143-71.1% | $2,148-30.7% |
| Participant deferral / active EE | $2,590 | $2,145+20.8% | $5,198-50.2% | $3,539-26.8% |
| Admin fee / account holder | $240 | $167+44.0% | $13,954-98.3% | $142+68.7% |