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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Recordkeeping | $17,566 |
SANIBEL CAPTIVA BEACH RESORTS LLC4 years Service code 20 P O BOX 249 · CAPTIVA, FL 339240249 | Trustee (individual) | $8,000 |
1ST GLOBAL CAPITAL CORP5+ years Service code 26 P. O. BOX 743248 · DALLAS, TX 75374 | Advisory (Participants) | $0 |
Filed as: PEAK BROKERAGE SERVICES Service code 26 11770 US HWY 1 · NORTH PALM BEACH, FL 33408 | Advisory (Participants) | $0 |
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 | $18,918 | $31,679-40.3% | $74,701-74.7% | $65,185-71.0% |
| Participation rate | 76.2% | 40.4%+35.8pp | 54.5%+21.7pp | 70.2%+6.0pp |
| Annual return | 22.06% | 39.04%-17.0pp | 752.92%-730.9pp | 29.38%-7.3pp |
| Employer contribution / active EE | $755 | $566+33.3% | $1,084-30.4% | $2,177-65.3% |
| Participant deferral / active EE | $1,687 | $1,191+41.7% | $1,964-14.1% | $3,514-52.0% |
| Admin fee / account holder | $167 | $379-55.9% | $3,333-95.0% | $847-80.3% |