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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $113,465 |
Service code 13 50 STEWART AVE · HUNTINGTON, NY 11743 | Contract Administrator | $27,568 |
Filed as: BELFINT LYONS SCHUMAN CPAS Service code 10 1011 CENTRE ROAD · WILMINGTON, DE 19805 | Accounting | $17,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,862 | $59,263+39.8% | $96,562-14.2% | $79,386+4.4% |
| Participation rate | 71.6% | 61.9%+9.7pp | 69.8%+1.8pp | 70.7%+0.9pp |
| Annual return | 9.60% | 27.07%-17.5pp | 37.78%-28.2pp | 116.85%-107.3pp |
| Employer contribution / active EE | $741 | $1,216-39.1% | $2,356-68.6% | $2,427-69.5% |
| Participant deferral / active EE | $4,179 | $2,948+41.8% | $3,849+8.6% | $4,046+3.3% |
| Admin fee / account holder | $684 | $658+3.9% | $6,181-88.9% | $626+9.2% |