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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,964 |
DEFINITI LLC1 year Filed as: DEFINIT, LLC Service code 13 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $16,363 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN STATE BANK Service code 26 525 N MAIN · SIOUX CENTER, IA 51250 | Advisory (Participants) | $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.)
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 | $67,485 | $52,293+29.1% | $178,490-62.2% | $73,409-8.1% |
| Participation rate | 56.2% | 65.3%-9.2pp | 81.9%-25.8pp | 72.2%-16.0pp |
| Annual return | 15.28% | 34.75%-19.5pp | 151.07%-135.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $694 | $1,735-60.0% | $5,011-86.2% | $2,234-69.0% |
| Participant deferral / active EE | $1,619 | $2,332-30.6% | $5,202-68.9% | $3,805-57.5% |
| Admin fee / account holder | $381 | $127+199.1% | $13,984-97.3% | $158+141.3% |