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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,661 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETARA ADVISOR NETWORKS LLC Service code 27 C/O RETIREMENT PLAN SOLUTIONS TE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $11,250 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $10,730 |
MMA SECURITIES LLC2 years Filed as: ASSURED PARTNERS NORTHEAST, LLC Service code 13 123 MAIN STREET · WHITE PLAINS, NY 10601 | Contract Administrator | $10,466 |
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 | $17,134 | $56,095-69.5% | $178,490-90.4% | $90,288-81.0% |
| Participation rate | 23.4% | 65.6%-42.1pp | 81.9%-58.5pp | 73.4%-49.9pp |
| Annual return | 26.44% | 28.81%-2.4pp | 151.07%-124.6pp | 53.97%-27.5pp |
| Employer contribution / active EE | $680 | $1,572-56.8% | $5,011-86.4% | $2,524-73.1% |
| Participant deferral / active EE | $1,145 | $2,669-57.1% | $5,202-78.0% | $4,232-72.9% |
| Admin fee / account holder | $110 | $101+8.9% | $13,984-99.2% | $114-3.9% |