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 |
|---|---|---|
BILLINGS AND COMPANY, INC.1+ years Filed as: BILLINGS & COMPANY Service code 13 2020 INDIAN HILLS DRIVE STE 100 · SIOUX CITY, IA 511041609 | Contract Administrator | $11,456 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,869 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,305 | $62,324-56.2% | $68,509-60.1% | $55,191-50.5% |
| Participation rate | 77.2% | 78.9%-1.6pp | 74.7%+2.5pp | 69.2%+8.1pp |
| Annual return | -0.85% | 4.26%-5.1pp | 8.27%-9.1pp | 10.78%-11.6pp |
| Employer contribution / active EE | $294 | $2,223-86.8% | $2,278-87.1% | $1,899-84.5% |
| Participant deferral / active EE | $1,895 | $3,425-44.7% | $3,382-44.0% | $3,046-37.8% |
| Admin fee / account holder | $40 | $91-56.8% | $5,275-99.3% | $91-56.5% |