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 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $80,259 |
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $59,095 |
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $56,669 |
Service code 10 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $50,000 |
WEINBERG & WEINBERG, PC9+ years Filed as: WEINBERG AND WEINBERG Service code 29 9290 WEST DODGE ROAD SUITE 205 · OMAHA, NE 68124 | Legal | $2,350 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,633 | $82,917-36.5% | $103,333-49.1% | $77,643-32.2% |
| Participation rate | 96.4% | 71.6%+24.8pp | 74.5%+21.9pp | 70.6%+25.8pp |
| Annual return | 14.14% | 19.13%-5.0pp | 24.88%-10.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,983 | $3,552-16.0% | $3,868-22.9% | $2,726+9.4% |
| Participant deferral / active EE | $1,252 | $4,108-69.5% | $5,057-75.2% | $4,647-73.1% |
| Admin fee / account holder | $98 | $638-84.7% | $8,355-98.8% | $430-77.3% |