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 |
|---|---|---|
NATIONWIDE9+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $129,873 |
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES ST SUITE 100 · OMAHA, NE 681302357 | Recordkeeping | $89,847 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Participants) | $37,500 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 26 · EIN 20-1665305 | Advisory (Participants) | $32,671 |
Filed as: CAPTRUST Service code 26 P.O. BOX 600071 · RALEIGH, NC 27675 | Advisory (Participants) | $20,959 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN NATIONAL CORP Service code 13 150 N RADNOR CHESTER RD · RADNOR, PA 19087 | Contract Administrator | $475 |
Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $180 |
DEBOER & ASSOCIATES, PC4 years Filed as: DEBOER & ASSOCIATES Service code 10 17330 WRIGHT ST SUITE 100 · OMAHA, NE 68130 | Accounting | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,994 | $52,660-63.9% | $86,612-78.1% | $80,160-76.3% |
| Participation rate | 57.4% | 62.4%-5.0pp | 71.7%-14.3pp | 72.9%-15.5pp |
| Annual return | 18.91% | 24.87%-6.0pp | 591.07%-572.2pp | 40.38%-21.5pp |
| Employer contribution / active EE | $767 | $2,140-64.1% | $3,022-74.6% | $2,978-74.2% |
| Participant deferral / active EE | $1,609 | $3,215-49.9% | $4,438-63.7% | $5,017-67.9% |
| Admin fee / account holder | $64 | $113-42.9% | $5,614-98.9% | $145-55.6% |