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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 28 · EIN 43-1270780 5440 W 100TH ST STE 102 · SHAWNEE MISSION, KS 66211 | Investment Management | $23,143 |
TSC 401K1 year Service code 13 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $20,588 |
NATIONWIDE8 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $20,020 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $3,990 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $1,595 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $1,160 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $474 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,546 | $86,929-14.2% | $102,423-27.2% | $80,856-7.8% |
| Participation rate | 59.8% | 72.4%-12.6pp | 76.5%-16.7pp | 67.6%-7.8pp |
| Annual return | 10.98% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,829 | $2,369-22.8% | $3,023-39.5% | $2,755-33.6% |
| Participant deferral / active EE | $4,008 | $4,118-2.7% | $5,053-20.7% | $4,296-6.7% |
| Admin fee / account holder | $198 | $8,049-97.5% | $9,451-97.9% | $6,918-97.1% |