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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 |
|---|---|---|
Filed as: WILBANKS, SMITH, & THOMAS ASSET MGM Service code 28 · EIN 54-2005153 | Investment Management | $42,252 |
Filed as: TRANSITION FINANCE STRATEGIES/BREA Service code 14 · EIN 13-4238973 | Plan Administrator | $28,322 |
NATIONWIDE5+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $9,679 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,985 | $81,474+6.8% | $133,956-35.1% | $73,488+18.4% |
| Participation rate | 90.4% | 76.4%+14.0pp | 79.8%+10.6pp | 70.7%+19.7pp |
| Annual return | 28.02% | 19.40%+8.6pp | 45.09%-17.1pp | 28.51%-0.5pp |
| Employer contribution / active EE | $948 | $2,209-57.1% | $3,919-75.8% | $2,270-58.2% |
| Participant deferral / active EE | $1,460 | $3,786-61.5% | $5,048-71.1% | $3,740-61.0% |
| Admin fee / account holder | $394 | $713-44.8% | $8,927-95.6% | $513-23.3% |