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 8-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 | $41,906 |
MY BENEFITS, LLC1 year Filed as: PB&H BENEFITS Service code 10 · EIN 74-1130599 401 W HWY 6 · WACO, TX 76710 | Accounting | $2,246 |
Filed as: MML INSURANCE AGENCY, LLC Service code 22 PO BOX 9500 · SPRINGFIELD, MA 01102 | Insurance Broker | $0 |
Filed as: MML INVESTOR SERVICES, LLC Service code 26 PO BOX 9500 · SPRINGFIELD, MA 01102 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,412 | $58,264-53.0% | $86,612-68.4% | $71,457-61.6% |
| Participation rate | 77.2% | 65.0%+12.2pp | 71.7%+5.5pp | 67.9%+9.3pp |
| Annual return | 18.27% | 21.63%-3.4pp | 591.07%-572.8pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,495 | $2,574-3.1% | $3,022-17.4% | $2,588-3.6% |
| Participant deferral / active EE | $4,502 | $3,436+31.0% | $4,438+1.5% | $4,289+5.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |