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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,629 |
COASTAL PENSION SERVICES3+ years Filed as: COASTAL PENSION SERVICES, INC. Service code 15 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Recordkeeping | $3,394 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,948 | $58,726+37.8% | $92,233-12.2% | $62,292+29.9% |
| Participation rate | 71.1% | 68.3%+2.8pp | 76.5%-5.4pp | 69.5%+1.6pp |
| Annual return | 17.62% | 43.62%-26.0pp | 176.28%-158.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $754 | $2,392-68.5% | $3,679-79.5% | $2,042-63.1% |
| Participant deferral / active EE | $3,620 | $2,766+30.9% | $3,897-7.1% | $3,169+14.2% |
| Admin fee / account holder | $264 | $556-52.6% | $5,194-94.9% | $479-44.9% |