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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,083 |
PENSION FINANCIAL SERVICES, INC.5+ years Service code 13 3700 CRESTWOOD PARKWAY, SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $19,087 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 7780 CAMBRIDGE MANOR PL, SUITE B · FORT MEYERS, FL 33907 | Advisory (Plan) | $19,010 |
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).
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 | $96,669 | $65,322+48.0% | $70,449+37.2% | $73,488+31.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 12.13% | 15.71%-3.6pp | 109.03%-96.9pp | 28.51%-16.4pp |
| Employer contribution / active EE | $4,967 | $2,460+101.9% | $2,737+81.5% | $2,270+118.8% |
| Participant deferral / active EE | $4,375 | $3,375+29.6% | $3,709+18.0% | $3,740+17.0% |
| Admin fee / account holder | $396 | $214+85.0% | $3,845-89.7% | $513-22.8% |