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 |
|---|---|---|
NATIONWIDE7+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $79,702 |
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $61,158 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON CO FID COMPREHENSIVE Service code 27 630 DUNDEE ROAD SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $21,088 |
WEINBERG & WEINBERG, PC7+ years Filed as: WEINBERG AND WEINBERG Service code 29 9290 WEST DODGE ROAD SUITE 205 · OMAHA, NE 68124 | Legal | $8,575 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,252 | $106,236-43.3% | $112,228-46.3% | $64,808-7.0% |
| Participation rate | 91.7% | 71.7%+20.0pp | 75.1%+16.6pp | 71.5%+20.2pp |
| Annual return | -11.80% | -6.02%-5.8pp | 27.45%-39.3pp | 32.82%-44.6pp |
| Employer contribution / active EE | $3,271 | $3,166+3.3% | $3,635-10.0% | $2,506+30.5% |
| Participant deferral / active EE | $1,229 | $3,785-67.5% | $4,728-74.0% | $4,310-71.5% |
| Admin fee / account holder | $36 | $452-92.1% | $6,410-99.4% | $188-81.1% |