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 |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $20,839 |
GOLDLEAF PARTNERS4+ years Service code 15 8009 34TH AVENUE S, SUITE 320 · MINNEAPOLIS, MN 55425 | Recordkeeping | $12,285 |
SILVERSTONE ASSET MANAGEMENT INC4+ years Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $7,642 |
Annual investment return 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 | $14,734 | $47,977-69.3% | $154,107-90.4% | $56,287-73.8% |
| Participation rate | 99.1% | 66.2%+32.9pp | 83.0%+16.1pp | 69.9%+29.3pp |
| Annual return | -7.87% | 3.54%-11.4pp | 735.12%-743.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $3,094 | $2,169+42.6% | $5,298-41.6% | $2,111+46.5% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $61 | $438-86.0% | $13,411-99.5% | $521-88.2% |