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 |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $15,719 |
Filed as: SUMMIT FINANCIALCORPORATION Service code 13 · EIN 04-3222046 | Contract Administrator | $11,421 |
Service code 33 · EIN 04-2675571 | Securities brokerage; Other fees | $5,508 |
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 | $48,060 | $58,083-17.3% | $80,019-39.9% | $56,287-14.6% |
| Participation rate | 85.3% | 73.6%+11.7pp | 75.8%+9.5pp | 69.9%+15.5pp |
| Annual return | -6.57% | 34.61%-41.2pp | 11.22%-17.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $4,759 | $1,932+146.3% | $2,468+92.8% | $2,111+125.4% |
| Participant deferral / active EE | $2,939 | $3,135-6.2% | $3,686-20.3% | $3,350-12.3% |
| Admin fee / account holder | $284 | $623-54.4% | $6,521-95.6% | $521-45.5% |