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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 |
|---|---|---|
GENTRY PRIVATE WEALTH3 years Service code 27 · EIN 27-1611173 515 S MAIN STE 111 · WICHITA, KS 67202 | Advisory (Plan) | $30,000 |
NATIONWIDE4 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,121 |
Filed as: ECONOMIC GROUP PENSION SVCS Service code 14 · EIN 13-3180178 207 W 25 ST 9TH FLOOR · NEW YORK, NV 10001 | Plan Administrator | $6,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,411 | $82,917-73.0% | $103,333-78.3% | $77,643-71.1% |
| Participation rate | 89.5% | 71.6%+18.0pp | 74.5%+15.0pp | 70.6%+19.0pp |
| Annual return | 15.34% | 19.13%-3.8pp | 24.88%-9.5pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,102 | $3,552-69.0% | $3,868-71.5% | $2,726-59.6% |
| Participant deferral / active EE | $3,066 | $4,108-25.4% | $5,057-39.4% | $4,647-34.0% |
| Admin fee / account holder | $94 | $638-85.2% | $8,355-98.9% | $430-78.1% |