Filed January 14, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $72,425 |
MGKS6+ years Service code 15 · EIN 86-1001235 6530 N 16TH ST · PHOENIX, AZ 85016 | Recordkeeping | $8,240 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-TRADITIONAL Service code 99 · EIN 26-2409128 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Other Fees | $5,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,811 | $58,879-5.2% | $178,490-68.7% | $73,488-24.1% |
| Participation rate | 99.2% | 66.2%+33.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 9.14% | 24.86%-15.7pp | 151.07%-141.9pp | 28.51%-19.4pp |
| Employer contribution / active EE | $3,402 | $2,236+52.1% | $5,011-32.1% | $2,270+49.9% |
| Participant deferral / active EE | $3,699 | $2,567+44.1% | $5,202-28.9% | $3,740-1.1% |
| Admin fee / account holder | $590 | $400+47.4% | $13,984-95.8% | $513+15.0% |