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 6-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 |
|---|---|---|
Service code 15 1011 POYNTZ AVE. · MANHATTAN, KS 66502 | Recordkeeping | $28,106 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,493 | $80,724-56.0% | $103,333-65.7% | $74,495-52.4% |
| Participation rate | 54.2% | 65.7%-11.5pp | 74.5%-20.3pp | 67.2%-13.0pp |
| Annual return | 19.02% | 27.56%-8.5pp | 24.88%-5.9pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $1,534 | $3,157-51.4% | $3,868-60.3% | $2,623-41.5% |
| Participant deferral / active EE | $2,755 | $3,860-28.6% | $5,057-45.5% | $4,346-36.6% |
| Admin fee / account holder | $363 | $2,368-84.7% | $8,355-95.7% | $1,942-81.3% |