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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $13,546 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Participants) | $12,898 |
HADDOX REID EUBANK & BETTS, LLC1 year Filed as: HADDOX REID EUBANK BETTS PLLC Service code 10 · EIN 64-0414329 | Accounting | $7,802 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL GULF SOUTH LTD Service code 13 · EIN 35-0672425 | Contract Administrator | $7,144 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,156 | $57,976-75.6% | $62,995-77.5% | $62,292-77.3% |
| Participation rate | 94.3% | 75.9%+18.3pp | 74.8%+19.5pp | 69.5%+24.7pp |
| Annual return | 17.06% | 17.54%-0.5pp | 87.57%-70.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,266 | $2,415-47.6% | $2,759-54.1% | $2,042-38.0% |
| Participant deferral / active EE | $2,349 | $2,956-20.5% | $3,329-29.5% | $3,169-25.9% |
| Admin fee / account holder | $175 | $276-36.6% | $3,600-95.1% | $479-63.5% |