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 6-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 |
|---|---|---|
PENSION ASSURANCE LLP4+ years Filed as: PENSION SOLUTIONS INC Service code 15 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Recordkeeping | $57,012 |
NATIONWIDE4+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 73215 | Custodial (other than securities); Ac... | $43,546 |
MERIT BENEFITS GROUP, INC.2 years Filed as: MERIT FINANCIAL ADVISORS Service code 26 · EIN 45-3686413 2400 LAKEVIEW PKWY STE 550 · ALPHARETTA, GA 30009 | Advisory (Participants) | $25,727 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 49 2821 WEST 7TH STREET STE 700 · FORT WORTH, TX 76107 | Other Services | $13,905 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID --TRADITIONAL Service code 27 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $4,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,809 | $74,188-85.4% | $115,756-90.7% | $64,808-83.3% |
| Participation rate | 70.9% | 76.2%-5.3pp | 77.1%-6.2pp | 71.5%-0.5pp |
| Annual return | -19.26% | -11.81%-7.5pp | 143.14%-162.4pp | 32.82%-52.1pp |
| Employer contribution / active EE | $2,984 | $3,365-11.3% | $3,793-21.3% | $2,506+19.1% |
| Participant deferral / active EE | $1,283 | $5,294-75.8% | $6,254-79.5% | $4,310-70.2% |
| Admin fee / account holder | $222 | $148+49.8% | $8,124-97.3% | $188+18.3% |