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 |
|---|---|---|
NATIONWIDE2+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $85,732 |
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $52,557 |
O'DONNELL FICENEC WILLS & FERDIG2+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $11,000 |
WEINBERG & WEINBERG, PC2+ years Filed as: WEINBERG AND WEINBERG Service code 29 9290 WEST DODGE ROAD, SUITE 205 · OMAHA, NE 68124 | Legal | $7,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,038 | $60,545-22.3% | $92,233-49.0% | $69,631-32.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 13.55% | 19.71%-6.2pp | 176.28%-162.7pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $2,235 | $2,633-15.1% | $3,679-39.3% | $2,032+10.0% |
| Participant deferral / active EE | $1,084 | $2,828-61.7% | $3,897-72.2% | $3,224-66.4% |
| Admin fee / account holder | $64 | $145-55.5% | $5,194-98.8% | $110-41.7% |