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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 | $62,878 |
AMERICA'S 401K, INC.4+ years Service code 17 8131 LBJ FREEWAY · DALLAS, TX 75251 | Pension Consulting | $23,827 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $42,083 | $86,332-51.3% | $125,175-66.4% | $65,185-35.4% |
| Participation rate | 79.7% | 75.3%+4.4pp | 79.8%-0.1pp | 70.2%+9.5pp |
| Annual return | 2.69% | 27.43%-24.7pp | 43.79%-41.1pp | 29.38%-26.7pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,108 | $3,537-68.7% | $4,937-77.6% | $3,514-68.5% |
| Admin fee / account holder | $345 | $609-43.3% | $9,702-96.4% | $847-59.2% |