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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,884 |
KATZ, SAPPER & MILLER2+ years Filed as: KSM BUSINESS SERVICES, INC. Service code 13 800 E 96TH STREET, SUITE 500 · INDIANAPOLIS, IN 46240 | Contract Administrator | $5,190 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 27 THE FORST PAVILLON · WYNCOTE, PA 190951595 | Advisory (Plan) | $0 |
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 | $57,786 | $74,089-22.0% | $133,980-56.9% | $55,167+4.7% |
| Participation rate | 90.0% | 84.3%+5.7pp | 87.1%+2.9pp | 69.0%+21.0pp |
| Annual return | 17.65% | 12.11%+5.5pp | 29.30%-11.6pp | 169.23%-151.6pp |
| Employer contribution / active EE | $2,088 | $3,064-31.8% | $5,211-59.9% | $1,963+6.4% |
| Participant deferral / active EE | $5,086 | $4,678+8.7% | $6,282-19.0% | $3,054+66.5% |
| Admin fee / account holder | $9 | $458-98.0% | $9,324-99.9% | $504-98.2% |