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 9-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 | $15,593 |
PENSION FINANCIAL SERVICES, INC.3+ years Service code 13 3700 CRESTWOOD PKWY, STE 550 · DULUTH, GA 30096 | Contract Administrator | $12,720 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 7780 CAMBRIDGE MANOR PL, STE B · FORT MYERS, FL 33907 | Advisory (Plan) | $12,288 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,663 | $55,002+66.7% | $59,878+53.1% | $56,287+62.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 11.21% | 1.13%+10.1pp | 3.46%+7.8pp | -9.96%+21.2pp |
| Employer contribution / active EE | $4,918 | $2,448+100.9% | $2,722+80.7% | $2,111+133.0% |
| Participant deferral / active EE | $3,657 | $3,121+17.2% | $3,402+7.5% | $3,350+9.2% |
| Admin fee / account holder | $406 | $236+72.1% | $3,590-88.7% | $521-22.1% |