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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.
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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 |
|---|---|---|
PEAK BROKERAGE SERVICES LLC2 years Service code 28 · EIN 27-5097314 1070 E INDIANTOWN RD STE 208 · JUPITER, FL 33477 | Investment Management | $20,959 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,119 |
Service code 13 · EIN 58-1485803 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 300967157 | Contract Administrator | $5,941 |
Filed as: PENSION FINANCIAL SERVICES Service code 13 | Contract Administrator | $1,282 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,216 | $34,934-22.1% | $56,411-51.8% | $74,495-63.5% |
| Participation rate | 62.5% | 32.8%+29.7pp | 52.5%+10.0pp | 67.2%-4.7pp |
| Annual return | 11.09% | 25.94%-14.8pp | 1701.33%-1690.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $795 | $609+30.6% | $1,039-23.4% | $2,623-69.7% |
| Participant deferral / active EE | $2,651 | $1,170+126.5% | $1,952+35.8% | $4,346-39.0% |
| Admin fee / account holder | $116 | $2,364-95.1% | $2,829-95.9% | $1,942-94.0% |