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 |
|---|---|---|
Service code 99 33 LIBERTY STREET · NEW YORK, NY 10045 | Other Fees | $239,568 |
NATIONWIDE2 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $78,803 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 22 5900 O STREET · LINCOLN, NE 68510 | Insurance Broker | $55,967 |
Filed as: DIVERSIFIED TRUST Service code 99 6075 POPLAR AVE STE 850 · MEMPHIS, TN 38119 | Other Fees | $20,545 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $239,436-100.0% | $227,282-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | 20.42% | 10.53%+9.9pp | 10.75%+9.7pp | 9.30%+11.1pp |
| Employer contribution / active EE | $58,010 | $37,400+55.1% | $35,162+65.0% | $43,742+32.6% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |