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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,380 |
FLORIDA ACTUARIAL CORPORATION8+ years Service code 15 121 E COMMERCIAL BLVD. · FORT LAUDERDALE, FL 33334 | Recordkeeping | $22,708 |
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 51 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Investment Mgmt Fees | $5,730 |
GWN SECURITIES, INC3 years Filed as: GWN SECURITIES INC. Service code 53 11440 N JOG ROAD · PALM BEACH GARDENS, FL 33418 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,715 | $63,442-35.8% | $68,791-40.8% | $66,914-39.2% |
| Participation rate | 59.6% | 60.0%-0.4pp | 69.0%-9.4pp | 69.8%-10.2pp |
| Annual return | -15.44% | -8.29%-7.2pp | -6.38%-9.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $341 | $1,775-80.8% | $2,655-87.1% | $2,544-86.6% |
| Participant deferral / active EE | $2,325 | $2,945-21.0% | $3,941-41.0% | $4,237-45.1% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |