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 9-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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,573 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION ADVISORS, LTD Service code 26 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 462406402 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,030 | $47,126-57.5% | $149,673-86.6% | $74,419-73.1% |
| Participation rate | 39.9% | 63.4%-23.5pp | 78.8%-38.8pp | 70.7%-30.8pp |
| Annual return | 20.66% | 22.75%-2.1pp | 134.42%-113.8pp | 34.38%-13.7pp |
| Employer contribution / active EE | $1,140 | $1,905-40.2% | $4,818-76.3% | $2,637-56.8% |
| Participant deferral / active EE | $1,723 | $2,728-36.8% | $5,680-69.7% | $4,528-61.9% |
| Admin fee / account holder | $205 | $343-40.3% | $13,210-98.5% | $348-41.2% |