See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $153,043 |
Filed as: IFP ADVISORS, INC. Service code 26 3030 N ROCKY POINT DRIVE STE 700 · TAMPA, FL 33607 | Advisory (Participants) | $42,674 |
NEWPORT GROUP, INC.4+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PARKWAY, SUITE 100 · WEST DES MOINES, IA 50266 | Recordkeeping | $28,631 |
STRAIN SLATTERY BARKLEY & CO CPAS3 years Service code 10 7130 SO 29TH ST · LINCOLN, NE 685165825 | Accounting | $11,500 |
FIRST NEBRASKA TRUST COMPANY4+ years Service code 21 PO BOX 81667 · LINCOLN, NE 685011667 | Bank Trustee | $4,067 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $80,915 | $56,443+43.4% | $83,848-3.5% | $55,725+45.2% |
| Participation rate | 97.1% | 72.0%+25.0pp | 76.1%+20.9pp | 70.9%+26.2pp |
| Annual return | -7.21% | 393.67%-400.9pp | 850.88%-858.1pp | 244.93%-252.1pp |
| Employer contribution / active EE | $2,756 | $2,682+2.8% | $3,631-24.1% | $2,078+32.6% |
| Participant deferral / active EE | $4,661 | $2,965+57.2% | $4,082+14.2% | $3,356+38.9% |
| Admin fee / account holder | $506 | $156+224.1% | $5,478-90.8% | $115+339.6% |