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 7-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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,172 |
STIFEL NICOLAUS & CO INC3 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $10,460 |
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 | $62,443 | $101,317-38.4% | $146,958-57.5% | $74,495-16.2% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.1pp | 67.2%+29.0pp |
| Annual return | 19.89% | 8730.91%-8711.0pp | 418.34%-398.4pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $5,011 | $3,810+31.5% | $4,933+1.6% | $2,623+91.0% |
| Participant deferral / active EE | $10,720 | $7,303+46.8% | $8,070+32.8% | $4,346+146.7% |
| Admin fee / account holder | $126 | $1,739-92.8% | $12,998-99.0% | $1,942-93.5% |