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 |
|---|---|---|
NATIONWIDE11+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,656 |
WEALTHPLAN PARTNERS INC7 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $56,584 |
Filed as: BENEFIT PLANS, INC. Service code 15 | Recordkeeping | $11,270 |
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $8,824 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,039 | $50,982+15.8% | $154,803-61.9% | $85,563-31.0% |
| Participation rate | 86.6% | 59.8%+26.8pp | 78.1%+8.5pp | 66.0%+20.6pp |
| Annual return | 19.38% | 30.35%-11.0pp | 58.88%-39.5pp | 31.51%-12.1pp |
| Employer contribution / active EE | $2,433 | $1,708+42.4% | $4,305-43.5% | $2,654-8.3% |
| Participant deferral / active EE | $4,549 | $2,474+83.9% | $5,540-17.9% | $4,375+4.0% |
| Admin fee / account holder | $167 | $846-80.3% | $14,329-98.8% | $834-80.0% |