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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 |
|---|---|---|
NATIONWIDE3+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $36,781 |
MCKONLY & ASBURY LLP2 years Filed as: MCKONLY AND ASHBURY LLP Service code 10 415 FALLOWFIELD RD · CAMP HILL, PA 17011 | Accounting | $9,180 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON Service code 26 · EIN 26-2409128 | Advisory (Participants) | $4,243 |
UNITED RETIREMENT INC3+ years Filed as: UNITED RETIREMENT, INC. Service code 13 · EIN 25-1759623 545 METRO PLACE S. · DUBLIN, OH 43017 | Contract Administrator | $3,530 |
CITIGROUP GLOBAL MARKETS INC3+ years Filed as: CITIGROUP GLOBAL MARKETS, INC. Service code 51 ATTN INSURANCE ANNUITY OPS · LONG ISLAND, NY 11120 | Investment Mgmt Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,805 | $85,766-23.3% | $136,294-51.7% | $70,131-6.2% |
| Participation rate | 60.2% | 74.2%-13.9pp | 81.9%-21.7pp | 69.5%-9.3pp |
| Annual return | 15.73% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,058 | $5,051+19.9% | $6,247-3.0% | $3,332+81.8% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |