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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,664 |
STIFEL NICOLAUS & CO INC2 years Service code 22 | Insurance Broker | $8,684 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON CO FID TRADITIONAL Service code 22 · EIN 26-2409128 630 DUNDEE RD · NORTHBROOK, IL 60062 | Insurance Broker | $2,280 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 14 · EIN 25-1802421 4000 TOWN CENTER BLVD · CANONSBURG, PA 15317 | Plan Administrator | $1,625 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES, I Service code 14 | Plan Administrator | $1,431 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL NICOLAUS AND CO INC Service code 22 501 N BROADWAY · ST LOUIS, MO 63102 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,911 | $78,422-56.8% | $95,952-64.7% | $79,858-57.5% |
| Participation rate | 61.1% | 73.5%-12.4pp | 77.1%-16.0pp | 69.6%-8.6pp |
| Annual return | 12.63% | 19.37%-6.7pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,252 | $1,945-35.6% | $2,541-50.7% | $2,471-49.3% |
| Participant deferral / active EE | $2,853 | $3,440-17.0% | $4,167-31.5% | $3,740-23.7% |
| Admin fee / account holder | $356 | $5,622-93.7% | $6,795-94.8% | $5,306-93.3% |