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 |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $180,828 |
BENEFITS PLANS INC3 years Service code 15 16924 FRANCES ST SUITE 100 · OMAHA, NE 681302357 | Recordkeeping | $62,052 |
DEBOER & ASSOCIATES, PC1 year Filed as: DEBOER & ASSOCIATES Service code 10 17330 WRIGHT ST SUITE 100 · OMAHA, NE 68130 | Accounting | $11,500 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN NATIONAL CORP Service code 13 150 N RADNOR CHESTER RD · RADNOR, PA 19087 | Contract Administrator | $425 |
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).
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 | $17,690 | $47,634-62.9% | $90,404-80.4% | $90,288-80.4% |
| Participation rate | 57.0% | 67.5%-10.5pp | 72.7%-15.7pp | 73.4%-16.4pp |
| Annual return | 20.49% | 19.61%+0.9pp | 1293.02%-1272.5pp | 53.97%-33.5pp |
| Employer contribution / active EE | $730 | $1,749-58.3% | $3,262-77.6% | $2,524-71.1% |
| Participant deferral / active EE | $1,363 | $2,824-51.7% | $3,963-65.6% | $4,232-67.8% |
| Admin fee / account holder | $34 | $106-67.5% | $5,611-99.4% | $114-69.8% |