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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,103 |
Service code 26 2630 EASTSIDE BLVD · BEATRICE, NE 68310 | Advisory (Participants) | $13,499 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 42-1451295 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $11,089 |
Filed as: IFP ADVISORS, LLC Service code 26 · EIN 59-3331424 DBA INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL 33607 | Advisory (Participants) | $4,321 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,073 | $64,707-7.2% | $112,228-46.5% | $68,494-12.3% |
| Participation rate | 80.6% | 67.2%+13.5pp | 75.1%+5.6pp | 67.9%+12.7pp |
| Annual return | -20.83% | -11.40%-9.4pp | 27.45%-48.3pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,185 | $2,746-20.4% | $3,635-39.9% | $2,596-15.8% |
| Participant deferral / active EE | $6,515 | $3,565+82.8% | $4,728+37.8% | $4,027+61.8% |
| Admin fee / account holder | $272 | $5,232-94.8% | $6,410-95.8% | $5,403-95.0% |