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 |
|---|---|---|
ADVISOR RESOURCE COUNCIL3 years Service code 22 · EIN 45-5279132 17300 DALLAS PKWY · DALLAS, TX 75218 | Insurance Broker | $19,879 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,663 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1396122 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $7,012 |
ACTIVE GRAPHICS, IC.3 years Filed as: ACTIVE CORE - PASSIVE THROUGH TARGE Service code 22 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Insurance Broker | $2,840 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPNAY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $843 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 15 4211 S. 102ND ST. · OMAHA, NE 68127 | Recordkeeping | $32 |
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 | $36,549 | $86,655-57.8% | $119,609-69.4% | $66,914-45.4% |
| Participation rate | 71.3% | 75.6%-4.2pp | 79.3%-7.9pp | 69.8%+1.5pp |
| Annual return | -13.69% | -8.00%-5.7pp | -14.97%+1.3pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,819 | $2,536-28.3% | $4,232-57.0% | $2,544-28.5% |
| Participant deferral / active EE | $3,215 | $4,358-26.2% | $5,602-42.6% | $4,237-24.1% |
| Admin fee / account holder | $165 | $755-78.2% | $10,323-98.4% | $593-72.2% |